BBUS — JP Morgan

Ownership history in Wealth Group Ltd  ·  4 quarters on record

This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in JP Morgan (BBUS). 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
15.01% (2025 Q4)
Avg. % of fund
8.33%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 544,019 +166,193 +44.0% 15.01% $67.1M $123.31
2025 Q3 ADDED 377,826 +156,872 +71.0% 10.55% $45.6M $120.28
2025 Q2 ADDED 220,954 +171,866 +350.1% 6.30% $24.7M $111.25
2025 Q1 INITIATED 49,088 — — 1.45% $5.0M $100.00
% of Fund (quarterly)    BBUS price (monthly, adj. close)

Other funds also holding BBUS

As of 2025 Q4 — sorted by position size

MN Wealth Advisors, LLC 15.39% Elevation Wealth Management LLC 7.55% LOCKERMAN FINANCIAL GROUP, INC. 3Y 6.89% Cornerstone Wealth Management, LLC 3Y 7Y 4.3% Norinchukin Bank, The 3Y 7Y 3.53% DRIVE WEALTH MANAGEMENT, LLC 3Y 3.52% Tradition Wealth Management, LLC 3Y 3.16% Vestmark Advisory Solutions, Inc. 3Y 2.84% Wayfinding Financial, LLC 3Y 2.66% Robertson Stephens Wealth Management, LLC 3Y 7Y 2.54%
← Back to Wealth Group Ltd Holdings