Ownership history in Leo Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Leo Wealth, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 313,751 | +119,782 | +61.8% | 1.70% | $23.5M | $74.88 |
| 2025 Q3 | REDUCED | 193,969 | -96,761 | -33.3% | 1.85% | $14.3M | $71.39 |
| 2025 Q2 | ADDED | 290,730 | +92,502 | +46.7% | 1.60% | $20.6M | $68.70 |
| 2025 Q1 | REDUCED | 198,228 | -78,301 | -28.3% | 1.82% | $12.6M | $61.86 |
| 2024 Q4 | REDUCED | 276,529 | -63,547 | -18.7% | 1.45% | $16.2M | $56.80 |
| 2024 Q3 | ADDED | 340,076 | +15,603 | +4.8% | 2.05% | $22.5M | $62.22 |
| 2024 Q2 | ADDED | 324,473 | +311,751 | +2450.5% | 2.07% | $20.3M | $58.98 |
| 2024 Q1 | UNCHANGED | 12,722 | — | 0% | 0.08% | $794K | $59.00 |
| 2023 Q4 | INITIATED | 12,722 | — | — | 0.08% | $783K | — |
As of 2025 Q4 — sorted by position size