JMUB β€” J P MORGAN EXCHANGE TRADED F

Ownership history in PW ADVISORS, LLC \ FL  Β·  1 quarter on record

AI Ownership Summary

PW ADVISORS, LLC \ FL reported J P MORGAN EXCHANGE TRADED F (JMUB) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 10.95% in 2025 Q4. The latest visible filing shows JMUB at 10.95% 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 JMUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PW ADVISORS, LLC \ FL'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 Q4

JMUB was reported at 10.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.95% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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 PW ADVISORS, LLC \ FL held JMUB β€” position size vs. price
% of Fund (quarterly)    JMUB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 270,126 β€” β€” 10.95% $13.6M 2026-02-14 (Est.) $50.90

FAQ About PW ADVISORS, LLC \ FL and JMUB

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

How long has PW ADVISORS, LLC \ FL reported owning JMUB?

PW ADVISORS, LLC \ FL reported JMUB across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported JMUB position in PW ADVISORS, LLC \ FL's portfolio?

The largest reported portfolio weight for JMUB was 10.95% in 2025 Q4.

What is the latest reported JMUB position on this page?

The most recent filing on this page is 2025 Q4, when PW ADVISORS, LLC \ FL reported 270,126 shares, equal to 10.95% of portfolio, with an estimated market value of $13.6M.

What does the chart on this JMUB ownership page compare?

The chart compares PW ADVISORS, LLC \ FL's quarterly JMUB 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.

← Back to PW ADVISORS, LLC \ FL Holdings