JMUB — J P MORGAN EXCHANGE TRADED F

Ownership history in Meeder Advisory Services, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Meeder Advisory Services, Inc. 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
7.59% (2025 Q1)
Avg. % of fund
7.12%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,217,485 +277,270 +9.4% 6.98% $162.5M $50.21
2025 Q3 ADDED 2,940,215 +214,112 +7.9% 6.90% $148.4M $49.57
2025 Q2 ADDED 2,726,103 +194,355 +7.7% 7.01% $135.3M $48.32
2025 Q1 INITIATED 2,531,748 — — 7.59% $126.6M $48.24
% 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% 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% Asio Capital, LLC 3Y 4.59%
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