Dominguez Wealth Management Solutions, Inc. JIG J P MORGAN EXCHANGE TRADED F

Ownership history in Dominguez Wealth Management Solutions, Inc.  ·  13 quarters on record

AI Ownership Summary

Dominguez Wealth Management Solutions, Inc. reported J P MORGAN EXCHANGE TRADED F (JIG) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2024 Q1. The latest visible filing shows JIG at 0.33% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dominguez Wealth Management Solutions, Inc.'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
2025 Q4

JIG was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Dominguez Wealth Management Solutions, Inc. held JIG — position size vs. price
% of Fund (quarterly)    JIG 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)
2025 Q4 REDUCED 7,453 -97 -1.3% 0.33% $547K 2026-02-14 (Est.) $79.82
2025 Q3 REDUCED 7,550 -70 -0.9% 0.36% $569K 2025-10-03 $75.13
2025 Q2 UNCHANGED 7,620 0% 0.38% $545K 2025-07-07 $69.05
2025 Q1 REDUCED 7,620 -280 -3.5% 0.35% $483K 2025-05-12 $65.54
2024 Q4 ADDED 7,900 +156 +2.0% 0.36% $493K 2025-01-15 $60.84
2024 Q3 REDUCED 7,744 -5 -0.1% 0.38% $522K 2024-10-03 $64.09
2024 Q2 REDUCED 8.9% +5.1% 7,749 -760 -8.9% 0.37% $497K 2024-07-10 $63.92
2024 Q1 REDUCED 8,509 -20 -0.2% 0.42% $536K 2024-04-18 $57.50
2023 Q4 REDUCED 8,529 -56 -0.7% 0.41% $498K 2024-01-09 $54.88
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dominguez Wealth Management Solutions, Inc. and JIG

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

How long has Dominguez Wealth Management Solutions, Inc. reported owning JIG?

Dominguez Wealth Management Solutions, Inc. reported JIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JIG position in Dominguez Wealth Management Solutions, Inc.'s portfolio?

The largest reported portfolio weight for JIG was 0.42% in 2024 Q1.

What is the latest reported JIG position on this page?

The most recent filing on this page is 2025 Q4, when Dominguez Wealth Management Solutions, Inc. reported 7,453 shares, equal to 0.33% of portfolio, with an estimated market value of $547K.

What does the chart on this JIG ownership page compare?

The chart compares Dominguez Wealth Management Solutions, Inc.'s quarterly JIG 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 Dominguez Wealth Management Solutions, Inc. time their JIG position?

Based on 13F filing dates vs. subsequent JIG price moves, Dominguez Wealth Management Solutions, Inc. correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on JIG relative to SPY over the holding period was -5.1%.

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