JIRE — J P MORGAN EXCHANGE TRADED F

Ownership history in Etesian Wealth Advisors, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. 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
2.3% (2025 Q4)
Avg. % of fund
1.42%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 97,931 +7,910 +8.8% 2.30% $7.3M $74.88
2025 Q3 ADDED 90,021 +11,590 +14.8% 2.19% $6.6M $71.39
2025 Q2 ADDED 78,431 +16,054 +25.7% 2.07% $5.6M $68.70
2025 Q1 ADDED 62,377 +6,041 +10.7% 1.71% $4.0M $61.86
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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%
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