Syntegra Private Wealth Group, LLC JMUB — J P MORGAN EXCHANGE TRADED F

Ownership history in Syntegra Private Wealth Group, LLC  ·  9 quarters on record

AI Ownership Summary

Syntegra Private Wealth Group, LLC reported J P MORGAN EXCHANGE TRADED F (JMUB) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.47% in 2025 Q1. The latest visible filing shows JMUB at 1.03% 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 Syntegra Private Wealth Group, LLC'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
2026 Q1

JMUB was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% 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
2024 Q1 to 2026 Q1

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.

JMUB stock page Syntegra Private Wealth Group, LLC fund profile Syntegra Private Wealth Group, LLC full holdings
How Syntegra Private Wealth Group, LLC held JMUB — position size vs. price
% of Fund (quarterly)    JMUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 217,554 +6,233 +2.9% 1.03% $10.9M 2026-04-27 $50.54
2025 Q4 ADDED — — — 211,321 +7,124 +3.5% 0.98% $10.7M 2026-02-10 $50.63
2025 Q3 ADDED — — — 204,197 +6,632 +3.4% 0.97% $10.3M 2025-10-16 $49.80
2025 Q2 REDUCED 21.5% +2.5% ❌ 197,565 -53,960 -21.5% 1.00% $9.8M 2025-07-30 $47.92
2025 Q1 ADDED — — — 251,525 +16,688 +7.1% 1.47% $12.6M 2025-05-09 $47.90
2024 Q4 ADDED — — — 234,837 +15,453 +7.0% 1.33% $11.8M 2025-01-27 $48.20
2024 Q3 ADDED — — — 219,384 +50,779 +30.1% 1.30% $11.2M 2024-10-22 $48.05
2024 Q2 ADDED — — — 168,605 +12,579 +8.1% 1.08% $8.5M 2024-07-26 $47.71
2024 Q1 INITIATED — — — 156,026 — — 1.02% $7.9M 2024-05-10 $47.14

🏢 Other funds also holding JMUB

As of 2026 Q1 — sorted by position size

PW ADVISORS, LLC \ FL 11.14% COLLECTIVE FAMILY OFFICE LLC 3Y 8.13% INVENIO WEALTH PARTNERS LLC 7.55% 21 West Wealth Management LLC 7.12% Asio Capital, LLC 3Y 6.45% Smith & Howard Wealth Management, LLC 3Y 7Y 4.85% ABLE Financial Group, LLC 4.81% 1900 WEALTH MANAGEMENT LLC 3Y 4.51% Hartford Financial Management Inc. 3Y 7Y 3.62% HTG Investment Advisors, Inc. 3Y 3.37%

FAQ About Syntegra Private Wealth Group, LLC and JMUB

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

How long has Syntegra Private Wealth Group, LLC reported owning JMUB?

Syntegra Private Wealth Group, LLC reported JMUB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JMUB position in Syntegra Private Wealth Group, LLC's portfolio?

The largest reported portfolio weight for JMUB was 1.47% in 2025 Q1.

What is the latest reported JMUB position on this page?

The most recent filing on this page is 2026 Q1, when Syntegra Private Wealth Group, LLC reported 217,554 shares, equal to 1.03% of portfolio, with an estimated market value of $10.9M.

What does the chart on this JMUB ownership page compare?

The chart compares Syntegra Private Wealth Group, LLC'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.

How well did Syntegra Private Wealth Group, LLC time their JMUB position?

Based on 13F filing dates vs. subsequent JMUB price moves, Syntegra Private Wealth Group, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on JMUB relative to SPY over the holding period was -12.8%.

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