JMUB — J P MORGAN EXCHANGE TRADED F

Ownership history in McCarthy & Cox · 5 quarters on record

This page tracks every 13F SEC filing in which McCarthy & Cox 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.

Peak position

0.29% (2025 Q1)

Avg. % of fund

0.17%

First filed

2024 Q2

Last filed

2025 Q3

Quarters held

5

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	ADDED	15,520	+1,190	+8.3%	0.18%	$783K	$49.57
2025 Q2	ADDED	14,330	+1,017	+7.6%	0.19%	$711K	$48.32
2025 Q1	ADDED	13,313	+8,750	+191.8%	0.29%	$666K	$48.24
2024 Q4	REDUCED	4,563	-181	-3.8%	0.08%	$229K	$48.12

% of Fund (quarterly) JMUB price (monthly, adj. close)

Other funds also holding JMUB

As of 2025 Q4 — sorted by position size

Nolet Wealth Management, LLC 13.81% PW ADVISORS, LLC \ FL 10.95% G2 CAPITAL MANAGEMENT, LLC / OH 3Y 9.52% COLLECTIVE FAMILY OFFICE LLC 3Y 8.24% INVENIO WEALTH PARTNERS LLC 7.32% Meeder Advisory Services, Inc. 3Y 6.98% Stephens Consulting, LLC 3Y 6.09% Smith & Howard Wealth Management, LLC 3Y 7Y 4.8% LWM Advisory Services, LLC 3Y 4.7% ABLE Financial Group, LLC 4.7%

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