Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, 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 | 511,036 | +10,569 | +2.1% | 1.25% | $38.3M | $74.88 |
| 2025 Q3 | ADDED | 500,467 | +50,325 | +11.2% | 1.26% | $36.8M | $71.39 |
| 2025 Q2 | ADDED | 450,142 | +13,165 | +3.0% | 1.17% | $31.9M | $68.70 |
| 2025 Q1 | ADDED | 436,977 | +36,693 | +9.2% | 1.15% | $27.8M | $61.86 |
| 2024 Q4 | REDUCED | 400,284 | -33,380 | -7.7% | 0.96% | $23.4M | $56.80 |
| 2024 Q3 | ADDED | 433,664 | +102,677 | +31.0% | 1.14% | $27.1M | $62.22 |
| 2024 Q2 | ADDED | 330,987 | +277,182 | +515.2% | 0.93% | $20.7M | $58.98 |
| 2024 Q1 | ADDED | 53,805 | +366 | +0.7% | 0.17% | $3.1M | $59.00 |
| 2023 Q4 | ADDED | 53,439 | +612 | +1.2% | 0.18% | $3.1M | $55.06 |
| 2023 Q3 | REDUCED | 52,827 | -2,381 | -4.3% | 0.19% | $2.9M | $49.84 |
As of 2025 Q4 — sorted by position size