JIRE — J P MORGAN EXCHANGE TRADED F

Ownership history in EdgeRock Capital LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which EdgeRock Capital LLC reported a position in J P MORGAN EXCHANGE TRADED F (JIRE). 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
5.68% (2025 Q4)
Avg. % of fund
5.19%
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 285,201 +17,685 +6.6% 5.68% $21.4M $74.88
2025 Q3 ADDED 267,516 +82,150 +44.3% 5.48% $19.7M $71.39
2025 Q2 ADDED 185,366 +65,432 +54.6% 4.15% $13.1M $68.70
2025 Q1 INITIATED 119,934 — — 5.45% $7.6M $61.86
% of Fund (quarterly)    JIRE price (monthly, adj. close)

Other funds also holding JIRE

As of 2025 Q4 — sorted by position size

New England Professional Planning Group Inc. 3Y 7Y 24.03% Richard P Slaughter Associates Inc 3Y 11.84% Choice Wealth Advisors, LLC 3Y 8.9% Conservest Capital Advisors, Inc. 3Y 7Y 5.92% Francis Financial, Inc. 3Y 7Y 5.37% Kendall Capital Management 3Y 7Y 5.1% Elk River Wealth Management LLC 3Y 4.42% Family Investment Center, Inc. 3Y 4.26% MN Wealth Advisors, LLC 3.98% Bryant Woods Investment Advisors, LLC 3Y 3.73%
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