JBND — J P MORGAN EXCHANGE TRADED F

Ownership history in Pine Valley Investments Ltd Liability Co  ·  5 quarters on record

This page tracks every 13F SEC filing in which Pine Valley Investments Ltd Liability Co reported a position in J P MORGAN EXCHANGE TRADED F (JBND). 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
0.98% (2025 Q4)
Avg. % of fund
0.75%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 303,909 +23,330 +8.3% 0.98% $16.3M $53.71
2024 Q4 ADDED 280,579 +83,250 +42.2% 0.88% $14.7M $49.63
2024 Q3 ADDED 197,329 +19,931 +11.2% 0.65% $10.8M $51.14
2024 Q2 ADDED 177,398 +6,937 +4.1% 0.61% $9.3M $48.38
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% of Fund (quarterly)    JBND price (monthly, adj. close)

Other funds also holding JBND

As of 2025 Q4 — sorted by position size

Pinnacle Wealth Management, LLC 3Y 9.81% Diversified Portfolios, Inc. 3Y 7Y 8.65% Independence Asset Advisors, LLC 8.36% IAG Wealth Partners, LLC 3Y 7.52% Vawter Financial, Ltd. 7.44% PEAK FINANCIAL ADVISORS LLC 3Y 6.76% CGC Financial Services, LLC 6.51% Peterson Wealth Advisors, LLC 3Y 7Y 6.33% Essex LLC 3Y 5.88% LVZ, Inc. 3Y 7Y 5.66%
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