JXI β€” ISHARES TR

Ownership history in GUARDIAN CAPITAL LP  Β·  4 quarters on record

AI Ownership Summary

GUARDIAN CAPITAL LP reported ISHARES TR (JXI) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows JXI at 0.07% 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 JXI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUARDIAN CAPITAL LP's position in ISHARES TR, 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
2025 Q4

JXI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% 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
2025 Q1 to 2025 Q4

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 GUARDIAN CAPITAL LP held JXI β€” position size vs. price
% of Fund (quarterly)    JXI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 28,600 -1,000 -3.4% 0.07% $2.2M 2026-02-14 (Est.) $87.07
2025 Q3 REDUCED 29,600 -2,100 -6.6% 0.07% $2.3M 2025-11-12 $80.58
2025 Q2 ADDED 31,700 +1,500 +5.0% 0.08% $2.3M 2025-08-07 $75.57
2025 Q1 INITIATED 30,200 β€” β€” 0.08% $2.1M 2025-05-14 $68.73

FAQ About GUARDIAN CAPITAL LP and JXI

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

How long has GUARDIAN CAPITAL LP reported owning JXI?

GUARDIAN CAPITAL LP reported JXI across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported JXI position in GUARDIAN CAPITAL LP's portfolio?

The largest reported portfolio weight for JXI was 0.08% in 2025 Q2.

What is the latest reported JXI position on this page?

The most recent filing on this page is 2025 Q4, when GUARDIAN CAPITAL LP reported 28,600 shares, equal to 0.07% of portfolio, with an estimated market value of $2.2M.

What does the chart on this JXI ownership page compare?

The chart compares GUARDIAN CAPITAL LP's quarterly JXI 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.

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