JIRE β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Elevation Wealth Management LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Elevation Wealth Management 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.2% (2025 Q4)
πŸ“Š Avg. % of fund
1.2%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    JIRE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 16,646 β€” β€” 1.20% $1.2M $74.88

🏒 Other funds also holding JIRE

As of 2025 Q4 β€” 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% EdgeRock Capital LLC 3Y 5.68% 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%
← Back to Elevation Wealth Management LLC Holdings