BBEM β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Prospera Financial Services Inc  Β·  3 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported J P MORGAN EXCHANGE TRADED F (BBEM) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows BBEM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BBEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prospera Financial Services Inc held BBEM β€” position size vs. price
% of Fund (quarterly)    BBEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,500 +80 +1.8% 0.00% $285K 2025-11-06 $62.41
2025 Q2 UNCHANGED 4,420 β€” 0% 0.00% $257K 2025-08-06 $56.47
2025 Q1 INITIATED 4,420 β€” β€” 0.01% $233K 2025-05-15 $52.66

FAQ About Prospera Financial Services Inc and BBEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prospera Financial Services Inc reported owning BBEM?

Prospera Financial Services Inc reported BBEM across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported BBEM position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for BBEM was 0.01% in 2025 Q1.

What is the latest reported BBEM position on this page?

The most recent filing on this page is 2025 Q3, when Prospera Financial Services Inc reported 4,500 shares, equal to 0.00% of portfolio, with an estimated market value of $285K.

What does the chart on this BBEM ownership page compare?

The chart compares Prospera Financial Services Inc's quarterly BBEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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