New England Professional Planning Group Inc. JIRE — J P MORGAN EXCHANGE TRADED F

Ownership history in New England Professional Planning Group Inc.  ·  7 quarters on record

AI Ownership Summary

New England Professional Planning 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 24.92% in 2025 Q3. The latest visible filing shows JIRE at 24.62% 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 New England Professional Planning 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 24.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.92% in 2025 Q3

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.

JIRE stock page New England Professional Planning Group Inc. fund profile New England Professional Planning Group Inc. full holdings
How New England Professional Planning 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 ADDED — — — 777,722 +11,851 +1.5% 24.62% $58.9M 2026-05-13 $80.51
2025 Q4 ADDED — — — 765,871 +6,823 +0.9% 24.03% $57.3M 2026-01-14 $77.52
2025 Q3 REDUCED — — — 759,048 -9,907 -1.3% 24.92% $54.4M 2025-10-14 $71.56
2025 Q2 REDUCED — — — 768,955 -392 -0.1% 24.79% $54.4M 2025-07-23 $70.25
2025 Q1 ADDED — — — 769,347 +30,862 +4.2% 24.41% $49.0M 2025-05-01 $63.97
2024 Q4 ADDED — — — 738,485 +14,250 +2.0% 21.52% $43.2M 2025-02-04 $59.73
2024 Q3 INITIATED — — — 724,235 — — 23.67% $47.8M 2024-10-09 $61.11

🏢 Other funds also holding JIRE

As of 2026 Q2 — sorted by position size

Richard P Slaughter Associates Inc 3Y 12.8% Choice Wealth Advisors LLC 3Y 8.85% KELLY FINANCIAL GROUP LLC 8.41% CUTLER INVESTMENT COUNSEL LLC 3Y 7Y 3.73% First Financial Bank - Trust Division 3Y 7Y 2.98% EASTERN BANK 3Y 7Y 2.9% First National Bank of Mount Dora, Trust Investment Services 3Y 1.92% SAX WEALTH ADVISORS, LLC 3Y 1.08% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.86% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 0.81%

FAQ About New England Professional Planning 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 New England Professional Planning Group Inc. reported owning JIRE?

New England Professional Planning Group Inc. reported JIRE across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported JIRE position in New England Professional Planning Group Inc.'s portfolio?

The largest reported portfolio weight for JIRE was 24.92% in 2025 Q3.

What is the latest reported JIRE position on this page?

The most recent filing on this page is 2026 Q1, when New England Professional Planning Group Inc. reported 777,722 shares, equal to 24.62% of portfolio, with an estimated market value of $58.9M.

What does the chart on this JIRE ownership page compare?

The chart compares New England Professional Planning 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 New England Professional Planning Group Inc. time their JIRE position?

Based on 13F filing dates vs. subsequent JIRE price moves, New England Professional Planning 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 +0.4%.

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