Financial Connections Group, Inc. JIRE J P MORGAN EXCHANGE TRADED F

Ownership history in Financial Connections Group, Inc.  ·  7 quarters on record

AI Ownership Summary

Financial Connections Group, Inc. reported J P MORGAN EXCHANGE TRADED F (JIRE) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.34% in 2025 Q2. The latest visible filing shows JIRE at 1.95% 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 JIRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Connections Group, Inc.'s position in J P MORGAN EXCHANGE TRADED F, 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

JIRE was reported at 1.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.34% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 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.

How Financial Connections Group, Inc. held JIRE — position size vs. price
% of Fund (quarterly)    JIRE 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 Q1 REDUCED 74,025 -3,318 -4.3% 1.95% $6K 2026-05-01 $79.54
2025 Q4 REDUCED 77,343 -1,585 -2.0% 1.99% $5.8M 2026-01-23 $77.94
2025 Q3 REDUCED 78,928 -1,205 -1.5% 2.26% $5.8M 2025-10-10 $70.62
2025 Q2 ADDED 80,133 +30,492 +61.4% 2.34% $5.7M 2025-07-24 $69.60
2025 Q1 ADDED 49,641 +33,743 +212.2% 1.42% $3.2M 2025-05-09 $64.90
2024 Q4 ADDED 15,898 +8,291 +109.0% 0.45% $930K 2025-01-29 $59.58
2024 Q3 INITIATED 7,607 0.25% $502K 2024-10-18 $61.10

FAQ About Financial Connections Group, Inc. and JIRE

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

How long has Financial Connections Group, Inc. reported owning JIRE?

Financial Connections Group, Inc. reported JIRE across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported JIRE position in Financial Connections Group, Inc.'s portfolio?

The largest reported portfolio weight for JIRE was 2.34% in 2025 Q2.

What is the latest reported JIRE position on this page?

The most recent filing on this page is 2026 Q1, when Financial Connections Group, Inc. reported 74,025 shares, equal to 1.95% of portfolio, with an estimated market value of $6K.

What does the chart on this JIRE ownership page compare?

The chart compares Financial Connections Group, Inc.'s quarterly JIRE 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 Financial Connections Group, Inc. time their JIRE position?

Based on 13F filing dates vs. subsequent JIRE price moves, Financial Connections Group, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on JIRE relative to SPY over the holding period was +2.4%.

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