Farther Finance Advisors, LLC JAJL — INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL

Ownership history in Farther Finance Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL (JAJL) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows JAJL at 0.01% 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 Farther Finance Advisors, LLC's position in INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL, 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 Q2

JAJL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

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 Q2

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 Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 43,101 -2,402 -5.3% 0.01% $1.3M 2026-07-17 $29.94
2026 Q1 ADDED — — — 45,503 +791 +1.8% 0.01% $1.3M 2026-04-07 $29.15
2025 Q4 ADDED — — — 44,712 +9,715 +27.8% 0.01% $1.3M 2026-01-23 $29.16
2025 Q3 ADDED — — — 34,997 +3,241 +10.2% 0.02% $1.0M 2025-10-14 $28.67
2025 Q2 UNCHANGED — — — 31,756 — 0% 0.02% $895K 2025-07-11 $28.23
2025 Q1 ADDED — — — 31,756 +21,357 +205.4% 0.02% $863K 2025-04-14 $27.10
2024 Q4 INITIATED — — — 10,399 — — 0.01% $284K 2025-02-10 $27.52

🏢 Other funds also holding JAJL

As of 2026 Q2 — sorted by position size

Peak Wealth Management LLC 1.71% Encompass More Asset Management 0.23% Lifestyle Asset Management, Inc. 3Y 0.22% Sonoma Allocations LLC 0.21% Pinnacle Wealth Management Group, Inc. 3Y 0.14% Cypress Wealth Services, LLC 3Y 7Y 0.13% KELLY FINANCIAL GROUP LLC 0.13% Brookstone Capital Management 3Y 7Y 0.02% Accurate Wealth Management, LLC 3Y 0.02% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.01%

FAQ About Farther Finance Advisors, LLC and JAJL

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

How long has Farther Finance Advisors, LLC reported owning JAJL?

Farther Finance Advisors, LLC reported JAJL across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported JAJL position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for JAJL was 0.02% in 2025 Q1.

What is the latest reported JAJL position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 43,101 shares, equal to 0.01% of portfolio, with an estimated market value of $1.3M.

What does the chart on this JAJL ownership page compare?

The chart compares Farther Finance Advisors, LLC'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 Farther Finance Advisors, LLC time their JAJL position?

Based on 13F filing dates vs. subsequent JAJL price moves, Farther Finance Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JAJL relative to SPY over the holding period was -9.3%.

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