JMUB — JPMORGAN

Ownership history in Rosenberg Matthew Hamilton  ·  11 quarters on record

This page tracks every 13F SEC filing in which Rosenberg Matthew Hamilton reported a position in JPMORGAN (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
1.7% (2025 Q4)
Avg. % of fund
0.51%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 162,293 +49,502 +43.9% 1.70% $8.2M $50.21
2025 Q3 ADDED 112,791 +47,289 +72.2% 1.23% $5.7M $49.57
2025 Q2 ADDED 65,502 +27,978 +74.6% 0.76% $3.3M $48.32
2025 Q1 ADDED 37,524 +5,889 +18.6% 0.47% $1.9M $48.24
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JMUB price (monthly, adj. close)

Other funds also holding JMUB

As of 2025 Q4 — sorted by position size

Nolet Wealth Management, LLC 13.81% PW ADVISORS, LLC \ FL 10.95% G2 CAPITAL MANAGEMENT, LLC / OH 3Y 9.52% COLLECTIVE FAMILY OFFICE LLC 3Y 8.24% INVENIO WEALTH PARTNERS LLC 7.32% Meeder Advisory Services, Inc. 3Y 6.98% Stephens Consulting, LLC 3Y 6.09% Smith & Howard Wealth Management, LLC 3Y 7Y 4.8% LWM Advisory Services, LLC 3Y 4.7% ABLE Financial Group, LLC 4.7%
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