JIRE — J P MORGAN EXCHANGE TRADED F

Ownership history in ForthRight Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which ForthRight 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
2.35% (2025 Q4)
Avg. % of fund
2.03%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 109,333 +15,751 +16.8% 2.35% $8.2M $74.88
2025 Q3 ADDED 93,582 +14,663 +18.6% 2.00% $6.9M $71.39
2025 Q2 INITIATED 78,919 — — 1.74% $5.6M $68.70
% 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%
← Back to ForthRight Wealth Management, LLC Holdings