JMUB J P MORGAN EXCHANGE TRADED F

Ownership history in Prentice Wealth Management LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Prentice 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.

Peak position
1.27% (2025 Q1)
Avg. % of fund
0.95%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 73,014 -5,590 -7.1% 0.84% $3.7M $50.21
2025 Q3 REDUCED 78,604 -13,689 -14.8% 0.98% $4.0M $49.57
2025 Q2 ADDED 92,293 +4,153 +4.7% 1.20% $4.6M $48.32
2025 Q1 ADDED 88,140 +10,485 +13.5% 1.27% $4.4M $48.24
2024 Q4 ADDED 77,655 +7,481 +10.7% 1.13% $3.9M $48.12
2024 Q3 ADDED 70,174 +24,484 +53.6% 1.07% $3.6M $48.64
2024 Q2 ADDED 45,690 +25,086 +121.8% 0.75% $2.3M $47.37
2024 Q1 INITIATED 20,604 0.36% $1.0M
% of Fund (quarterly)    JMUB price (monthly, adj. close)
← Back to Prentice Wealth Management LLC Holdings