JMUB J P MORGAN EXCHANGE TRADED F

Ownership history in Magnus Financial Group LLC  ·  10 quarters on record

AI Ownership Summary

Magnus Financial Group LLC reported J P MORGAN EXCHANGE TRADED F (JMUB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.73% in 2025 Q1. The latest visible filing shows JMUB at 1.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JMUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Magnus Financial Group LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JMUB was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Magnus Financial Group LLC held JMUB — position size vs. price
% of Fund (quarterly)    JMUB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 277,004 +8,241 +3.1% 1.12% $13.8M 2026-04-10 $50.31
2025 Q4 ADDED 268,763 +10,761 +4.2% 1.04% $13.6M 2026-01-07 $50.29
2025 Q3 REDUCED 258,002 -91,107 -26.1% 1.03% $13.0M 2025-10-28 $49.94
2025 Q2 REDUCED 349,109 -8,211 -2.3% 1.52% $17.3M 2025-07-16 $47.94
2025 Q1 ADDED 357,320 +5,400 +1.5% 1.73% $17.9M 2025-04-11 $46.75
2024 Q4 ADDED 351,920 +29,728 +9.2% 1.70% $17.6M 2025-01-17 $47.93
2024 Q3 ADDED 322,192 +105,360 +48.6% 1.68% $16.5M 2024-10-15 $48.28
2024 Q2 ADDED 216,832 +1,176 +0.5% 1.23% $10.9M 2024-08-02 $48.18
2024 Q1 ADDED 215,656 +17,188 +8.7% 1.30% $10.9M 2024-05-03 $46.96
2023 Q4 INITIATED 198,468 1.32% $10.1M 2024-02-05 $46.83

FAQ About Magnus Financial Group LLC and JMUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Magnus Financial Group LLC reported owning JMUB?

Magnus Financial Group LLC reported JMUB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JMUB position in Magnus Financial Group LLC's portfolio?

The largest reported portfolio weight for JMUB was 1.73% in 2025 Q1.

What is the latest reported JMUB position on this page?

The most recent filing on this page is 2026 Q1, when Magnus Financial Group LLC reported 277,004 shares, equal to 1.12% of portfolio, with an estimated market value of $13.8M.

What does the chart on this JMUB ownership page compare?

The chart compares Magnus Financial Group LLC's quarterly JMUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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