JQUA — J P MORGAN EXCHANGE TRADED F

Ownership history in Navalign, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Navalign, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JQUA). 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
1.87% (2025 Q4)
Avg. % of fund
1.87%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 120,844 — — 1.87% $7.6M $63.18
% of Fund (quarterly)    JQUA price (monthly, adj. close)

Other funds also holding JQUA

As of 2025 Q4 — sorted by position size

hemming& Wealth Management, Inc. 20.35% Tull Financial Group, Inc. 15.99% Spectrum Wealth Advisory Group, LLC 3Y 12.3% Warren Street Wealth Advisors, LLC 3Y 11.81% Sage Mountain Advisors LLC 3Y 9.85% Vertex Planning Partners, LLC 3Y 8.86% Quadcap Wealth Management, LLC 8.75% REDW Wealth LLC 3Y 7Y 8.18% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 7.1% LVZ, Inc. 3Y 7Y 7.07%
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