Nautilus Advisors LLC JEMA — J P MORGAN EXCHANGE TRADED F

Ownership history in Nautilus Advisors LLC  ·  5 quarters on record

AI Ownership Summary

Nautilus Advisors LLC reported J P MORGAN EXCHANGE TRADED F (JEMA) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.76% in 2026 Q2. The latest visible filing shows JEMA at 0.76% 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 JEMA ownership page tells you

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

JEMA was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 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.

JEMA stock page Nautilus Advisors LLC fund profile Nautilus Advisors LLC full holdings
How Nautilus Advisors LLC held JEMA — position size vs. price
% of Fund (quarterly)    JEMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 20,559 +226 +1.1% 0.76% $1.3M 2026-07-14 $61.18
2026 Q1 ADDED — — — 20,333 +4,175 +25.8% 0.73% $1.1M 2026-04-17 $58.35
2025 Q4 ADDED — — — 16,158 +800 +5.2% 0.52% $792K 2026-01-22 $52.57
2025 Q3 ADDED — — — 15,358 +935 +6.5% 0.49% $730K 2025-11-12 $48.62
2025 Q2 INITIATED — — — 14,423 — — 0.46% $621K 2025-08-26 $43.68

🏢 Other funds also holding JEMA

As of 2026 Q2 — sorted by position size

KELLY FINANCIAL GROUP LLC 6.96% BURKETT FINANCIAL SERVICES, LLC 6.94% Advantage Trust Co 4.18% Fortitude Financial, LLC 1.49% 5T Wealth, LLC 1.26% Saxony Capital Management, LLC 0.36% Formidable Asset Management, LLC 3Y 7Y 0.22% First Bank & Trust 3Y 7Y 0.2% UNIQUE WEALTH, LLC 3Y 0.14% Emergent Wealth Advisors, LLC 0.14%

FAQ About Nautilus Advisors LLC and JEMA

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

How long has Nautilus Advisors LLC reported owning JEMA?

Nautilus Advisors LLC reported JEMA across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported JEMA position in Nautilus Advisors LLC's portfolio?

The largest reported portfolio weight for JEMA was 0.76% in 2026 Q2.

What is the latest reported JEMA position on this page?

The most recent filing on this page is 2026 Q2, when Nautilus Advisors LLC reported 20,559 shares, equal to 0.76% of portfolio, with an estimated market value of $1.3M.

What does the chart on this JEMA ownership page compare?

The chart compares Nautilus Advisors LLC's quarterly JEMA 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 Nautilus Advisors LLC time their JEMA position?

Based on 13F filing dates vs. subsequent JEMA price moves, Nautilus Advisors LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on JEMA relative to SPY over the holding period was +21.7%.

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