Ownership history in Newfound Research LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Newfound Research LLC reported a position in J P MORGAN EXCHANGE-TRADED FUND (JMOM). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q3 | REDUCED | 76,222 | -6,530 | -7.9% | 6.57% | $2.7M | $33.98 |
| 2022 Q2 | REDUCED | 82,752 | -18,765 | -18.5% | 6.37% | $3.0M | $34.96 |
| 2022 Q1 | REDUCED | 101,517 | -41,721 | -29.1% | 5.81% | $4.5M | $42.23 |
| 2021 Q4 | ADDED | 143,238 | +26,477 | +22.7% | 8.35% | $6.9M | $46.20 |
| 2021 Q3 | ADDED | 116,761 | +20,580 | +21.4% | 8.30% | $5.1M | $41.90 |
| 2021 Q2 | ADDED | 96,181 | +22,503 | +30.5% | 8.31% | $4.2M | $41.54 |
| 2021 Q1 | REDUCED | 73,678 | -23,481 | -24.2% | 6.71% | $2.9M | $37.42 |
| 2020 Q4 | INITIATED | 97,159 | — | — | 9.72% | $3.8M | $36.95 |
As of 2025 Q4 — sorted by position size