Encompass More Asset Management JAJL — INNOVATOR ETFS TRUST

Ownership history in Encompass More Asset Management  ·  6 quarters on record

AI Ownership Summary

Encompass More Asset Management reported INNOVATOR ETFS TRUST (JAJL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2024 Q4. The latest visible filing shows JAJL at 0.18% 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 JAJL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Encompass More Asset Management's position in INNOVATOR ETFS TRUST, 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

JAJL was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q4

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.

JAJL stock page Encompass More Asset Management fund profile Encompass More Asset Management full holdings
How Encompass More Asset Management held JAJL — position size vs. price
% of Fund (quarterly)    JAJL 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 REDUCED — — — 37,029 -9,269 -20.0% 0.18% $1.1M 2026-04-28 $29.52
2025 Q4 ADDED — — — 46,298 +913 +2.0% 0.25% $1.3M 2026-02-03 $29.21
2025 Q3 ADDED — — — 45,385 +12,182 +36.7% 0.25% $1.3M 2025-10-17 $28.68
2025 Q2 ADDED — — — 33,203 +12,740 +62.3% 0.22% $935K 2025-08-07 $28.33
2025 Q1 REDUCED 36.3% +3.7% ❌ 20,463 -11,668 -36.3% 0.17% $556K 2025-05-09 $27.22
2024 Q4 INITIATED — — — 32,131 — — 0.29% $876K 2025-01-21 $27.45

🏢 Other funds also holding JAJL

As of 2026 Q1 — sorted by position size

Peak Wealth Management LLC 1.94% Goldenstone Wealth Management LLC 1.3% Kingsview Wealth Management, LLC 3Y 0.63% BFI Wealth Solutions, LLC 0.46% Weaver Capital Management LLC 0.45% Cassady Wealth & Retirement Planning, LLC 0.3% Triad Wealth Partners, LLC 0.28% Blue Sky Capital Consultants Group, Inc. 0.27% SYKON CAPITAL LLC 0.26% Lifestyle Asset Management, Inc. 3Y 0.26%

FAQ About Encompass More Asset Management and JAJL

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

How long has Encompass More Asset Management reported owning JAJL?

Encompass More Asset Management reported JAJL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JAJL position in Encompass More Asset Management's portfolio?

The largest reported portfolio weight for JAJL was 0.29% in 2024 Q4.

What is the latest reported JAJL position on this page?

The most recent filing on this page is 2026 Q1, when Encompass More Asset Management reported 37,029 shares, equal to 0.18% of portfolio, with an estimated market value of $1.1M.

What does the chart on this JAJL ownership page compare?

The chart compares Encompass More Asset Management's quarterly JAJL 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 Encompass More Asset Management time their JAJL position?

Based on 13F filing dates vs. subsequent JAJL price moves, Encompass More Asset Management correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JAJL relative to SPY over the holding period was -8.1%.

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