Ownership history in LWM Advisory Services, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which LWM Advisory Services, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JMUB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 158,760 | +27,883 | +21.3% | 4.70% | $8.0M | $50.21 |
| 2025 Q3 | REDUCED | 130,877 | -8,106 | -5.8% | 3.85% | $6.6M | $49.57 |
| 2025 Q2 | ADDED | 138,983 | +2,780 | +2.0% | 4.76% | $6.9M | $48.32 |
| 2025 Q1 | ADDED | 136,203 | +3,808 | +2.9% | 4.73% | $6.8M | $48.24 |
| 2024 Q4 | ADDED | 132,395 | +4,495 | +3.5% | 4.62% | $6.6M | $48.12 |
| 2024 Q3 | ADDED | 127,900 | +484 | +0.4% | 4.86% | $6.6M | $48.64 |
| 2024 Q2 | ADDED | 127,416 | +4,231 | +3.4% | 5.39% | $6.4M | $47.37 |
| 2024 Q1 | ADDED | 123,185 | +10,284 | +9.1% | 5.01% | $6.3M | $47.29 |
| 2023 Q4 | REDUCED | 112,901 | -30,581 | -21.3% | 5.06% | $5.8M | $47.23 |
| 2023 Q3 | ADDED | 143,482 | +2,232 | +1.6% | 7.44% | $6.9M | $44.32 |
As of 2025 Q4 — sorted by position size