Ownership history in MATHER GROUP, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in J P MORGAN EXCHANGE TRADED F (JPMB). 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 Q3 | REDUCED | 700 | -38 | -5.1% | 0.00% | $28K | $39.24 |
| 2025 Q1 | REDUCED | 738 | -60 | -7.5% | 0.00% | $28K | $36.23 |
| 2024 Q4 | REDUCED | 798 | -91 | -10.2% | 0.00% | $30K | $35.17 |
| 2024 Q3 | ADDED | 889 | +19 | +2.2% | 0.00% | $36K | $36.78 |
| 2024 Q2 | ADDED | 870 | +3 | +0.3% | 0.00% | $34K | $34.47 |
| 2024 Q1 | INITIATED | 867 | — | — | 0.00% | $35K | — |
As of 2025 Q4 — sorted by position size