MATHER GROUP, LLC. JPMB — J P MORGAN EXCHANGE TRADED F

Ownership history in MATHER GROUP, LLC.  ·  8 quarters on record

AI Ownership Summary

MATHER GROUP, LLC. reported J P MORGAN EXCHANGE TRADED F (JPMB) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows JPMB at 0.00% 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 JPMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATHER 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 Q2

JPMB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

JPMB stock page MATHER GROUP, LLC. fund profile MATHER GROUP, LLC. full holdings
How MATHER GROUP, LLC. held JPMB — position size vs. price
% of Fund (quarterly)    JPMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 699 — 0% 0.00% $28K 2026-07-27 $39.62
2026 Q1 REDUCED — — — 699 -1 -0.1% 0.00% $27K 2026-04-13 $39.52
2025 Q3 REDUCED 5.1% +2.2% ❌ 700 -38 -5.1% 0.00% $28K 2025-10-21 $38.99
2025 Q1 REDUCED 7.5% +3.0% ❌ 738 -60 -7.5% 0.00% $28K 2025-04-25 $35.34
2024 Q4 REDUCED 10.2% +3.0% ❌ 798 -91 -10.2% 0.00% $30K 2025-01-27 $35.00
2024 Q3 ADDED — — — 889 +19 +2.2% 0.00% $36K 2024-10-07 $35.54
2024 Q2 ADDED — — — 870 +3 +0.3% 0.00% $34K 2024-07-09 $34.18
2024 Q1 INITIATED — — — 867 — — 0.00% $35K 2024-04-09 $33.86

🏢 Other funds also holding JPMB

As of 2026 Q2 — sorted by position size

Forthright Family Wealth Advisory LLC 0.64% ARQ WEALTH ADVISORS, LLC 3Y 0.61% 5T Wealth, LLC 0.21% RiverFront Investment Group, LLC 3Y 7Y 0.08% LGT Financial Advisors LLC 3Y 0.05% Focus Financial Network, Inc. 0.02% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0% GAMMA Investing LLC 0.0% EVOLUTION WEALTH MANAGEMENT INC. 0.0%

FAQ About MATHER GROUP, LLC. and JPMB

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

How long has MATHER GROUP, LLC. reported owning JPMB?

MATHER GROUP, LLC. reported JPMB across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JPMB position in MATHER GROUP, LLC.'s portfolio?

The largest reported portfolio weight for JPMB was 0.00% in 2024 Q1.

What is the latest reported JPMB position on this page?

The most recent filing on this page is 2026 Q2, when MATHER GROUP, LLC. reported 699 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this JPMB ownership page compare?

The chart compares MATHER GROUP, LLC.'s quarterly JPMB 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.

How well did MATHER GROUP, LLC. time their JPMB position?

Based on 13F filing dates vs. subsequent JPMB price moves, MATHER GROUP, LLC. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on JPMB relative to SPY over the holding period was -9.1%.

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