J P MORGAN EXCHANGE TRADED F
Reported by Curry Webb Wealth Management LLC
Reported 39,874 shares, unchanged from the prior quarter.
Reported value 0.0%; share count 0.0% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2025-12-31 | 2466850 |
| 2026-03-31 | 2419346 |
| 2026-06-30 | 3111371 |
| 2026-09-30 | 3111371 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Unchanged | 39,874 | 0 (0.0%) | 1.29% | $3,111,371 | 2026-10-22 | |
| Q2 2026 | Added | 39,874 | +3,640 (10.0%) | 1.29% | $3,111,371 | 2026-08-13 | |
| Q1 2026 | Reduced | 36,234 | -2,083 (-5.4%) | 1.14% | $2,419,346 | 2026-06-10 | |
| Q4 2025 | New | 38,317 | +38,317 (0.0%) | 1.22% | $2,466,850 | 2026-06-10 |
Who else reported the position
95 managers reported J P MORGAN EXCHANGE TRADED F for Q3 2026 so far.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | Added | 1,029,917 | +6,307 | 1.12% | $75,781,390 | 7 qtrs |
| Syntegra Private Wealth Group LLC | Added | 641,438 | +8,347 | 3.63% | $47,196,991 | 9 qtrs |
| Wagner Wealth Management LLC | Added | 443,738 | +3,665 | 5.7% | $32,650,264 | 17 qtrs |
| Meridian Financial Partners LLC | Added | 358,457 | +10,833 | 8.68% | $26,568,864 | 7 qtrs |
| CGC Financial Services LLC | Added | 329,108 | +4,914 | 5.37% | $24,215,767 | 10 qtrs |
| VERUS CAPITAL PARTNERS LLC | Reduced | 278,597 | -68 | 1.07% | $20,499,173 | 9 qtrs |
| WealthPlan Investment Management LLC | Added | 241,121 | +16,716 | 0.86% | $17,741,663 | 6 qtrs |
| Advisory Resource Group | Reduced | 238,921 | -20,014 | 2.53% | $17,579,795 | 9 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Added | 200,698 | +8,761 | 0.02% | $14,767,356 | 18 qtrs |
| Bond & Devick Financial Network Inc | Reduced | 182,713 | -41 | 3.24% | $13,444,023 | 16 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2026
- Filed
- October 22, 2026
- Filing type
- 13F-HR
- Position type
- SMALL & MID CAP
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 39,874
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.