Ownership history in OLYMPUS WEALTH MANAGEMENT, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which OLYMPUS WEALTH MANAGEMENT, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | ADDED | 117,149 | +3,199 | +2.8% | 1.95% | $5.8M | $48.32 |
| 2025 Q1 | REDUCED | 113,950 | -18,603 | -14.0% | 2.50% | $5.7M | $48.24 |
| 2024 Q4 | REDUCED | 132,553 | -4,108 | -3.0% | 2.42% | $6.6M | $48.12 |
| 2024 Q3 | REDUCED | 136,661 | -6,603 | -4.6% | 2.41% | $7.0M | $48.64 |
| 2024 Q2 | ADDED | 143,264 | +23,155 | +19.3% | 2.26% | $7.2M | $47.37 |
| 2024 Q1 | INITIATED | 120,109 | — | — | 3.61% | $6.1M | — |
As of 2025 Q4 — sorted by position size