DHJJ Financial Advisors, Ltd. JGRW TRUST FOR PROFESSIONAL MANAG

Ownership history in DHJJ Financial Advisors, Ltd.  ·  6 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported TRUST FOR PROFESSIONAL MANAG (JGRW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows JGRW at 0.00% 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 JGRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DHJJ Financial Advisors, Ltd.'s position in TRUST FOR PROFESSIONAL MANAG, 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

JGRW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Q4 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.

How DHJJ Financial Advisors, Ltd. held JGRW — position size vs. price
% of Fund (quarterly)    JGRW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 55 0% 0.00% $1K 2026-04-09 $25.23
2025 Q4 UNCHANGED 55 0% 0.00% $1K 2026-01-23 $26.84
2025 Q3 UNCHANGED 55 0% 0.00% $2K 2025-10-20 $27.04
2025 Q2 UNCHANGED 55 0% 0.00% $1K 2025-07-21 $26.36
2025 Q1 ADDED 55 +36 +189.5% 0.00% $1K 2025-04-18 $23.94
2024 Q4 INITIATED 19 0.00% $493 2025-01-30 $26.72

FAQ About DHJJ Financial Advisors, Ltd. and JGRW

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

How long has DHJJ Financial Advisors, Ltd. reported owning JGRW?

DHJJ Financial Advisors, Ltd. reported JGRW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JGRW position in DHJJ Financial Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for JGRW was 0.00% in 2025 Q1.

What is the latest reported JGRW position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 55 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this JGRW ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly JGRW 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.

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