JMUB — J P MORGAN EXCHANGE TRADED F

Ownership history in Stephens Consulting, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Stephens Consulting, 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
6.4% (2025 Q3)
Avg. % of fund
4.0%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 372,925 +2,577 +0.7% 6.09% $18.8M $50.21
2025 Q3 ADDED 370,348 +18,702 +5.3% 6.40% $18.7M $49.57
2025 Q2 ADDED 351,646 +36,569 +11.6% 4.14% $17.5M $48.32
2025 Q1 ADDED 315,077 +2,547 +0.8% 3.95% $15.8M $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% Smith & Howard Wealth Management, LLC 3Y 7Y 4.8% LWM Advisory Services, LLC 3Y 4.7% ABLE Financial Group, LLC 4.7% Asio Capital, LLC 3Y 4.59%
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