BBAX — J P MORGAN EXCHANGE TRADED F

Ownership history in SIMON QUICK ADVISORS, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in J P MORGAN EXCHANGE TRADED F (BBAX). 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
0.44% (2025 Q3)
Avg. % of fund
0.42%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 173,706 +166 +0.1% 0.43% $9.8M $56.30
2025 Q3 ADDED 173,540 +1,260 +0.7% 0.44% $9.8M $55.80
2025 Q2 INITIATED 172,280 — — 0.38% $9.4M $53.32
% of Fund (quarterly)    BBAX price (monthly, adj. close)

Other funds also holding BBAX

As of 2025 Q4 — sorted by position size

ATLAS CAPITAL ADVISORS INC. 3Y 7Y 1.11% Nolet Wealth Management, LLC 0.33% AIA Group Ltd 3Y 7Y 0.31% JPMORGAN CHASE & CO 3Y 7Y 0.3% Badgley Phelps Wealth Managers, LLC 3Y 0.26% Municipal Employees' Retirement System of Michigan 3Y 7Y 0.19% BAYBAN 0.19% Keel Point, LLC 3Y 7Y 0.15% SYON CAPITAL LLC 0.13% waypoint wealth counsel 0.07%
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