Ownership history in NWAM LLC · 14 quarters on record
This page tracks every 13F SEC filing in which NWAM LLC reported a position in J P MORGAN EXCHANGE-TRADED F (BBUS). 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 13,540 | -45 | -0.3% | 0.12% | $1.6M | $120.28 |
| 2025 Q2 | ADDED | 13,585 | +56 | +0.4% | 0.13% | $1.6M | $111.25 |
| 2025 Q1 | REDUCED | 13,529 | -1,338 | -9.0% | 0.12% | $1.4M | $100.00 |
| 2024 Q4 | REDUCED | 14,867 | -1,173 | -7.3% | 0.10% | $1.6M | $104.71 |
| 2024 Q3 | ADDED | 16,040 | +4,623 | +40.5% | 0.10% | $1.7M | $102.01 |
| 2024 Q1 | ADDED | 11,417 | +1,153 | +11.2% | 0.09% | $1.1M | $92.41 |
| 2023 Q4 | ADDED | 10,264 | +2,005 | +24.3% | 0.07% | $882K | $83.84 |
| 2023 Q3 | ADDED | 8,259 | +1,009 | +13.9% | 0.06% | $637K | $74.88 |
| 2023 Q2 | REDUCED | 7,250 | -807 | -10.0% | 0.05% | $578K | $77.16 |
| 2023 Q1 | ADDED | 8,057 | +1,007 | +14.3% | 0.06% | $592K | $70.93 |
As of 2025 Q4 — sorted by position size