JIG — J P MORGAN EXCHANGE TRADED F

Ownership history in Peninsula Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Peninsula Wealth, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JIG). 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
2.08% (2024 Q4)
Avg. % of fund
1.17%
First filed
2023 Q3
Last filed
2024 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 195,541 +57,722 +41.9% 2.08% $12.2M $61.06
2024 Q3 ADDED 137,819 +7,350 +5.6% 1.59% $9.1M $64.84
2024 Q2 ADDED 130,469 +91,530 +235.1% 1.64% $8.8M $61.69
2023 Q4 ADDED 38,939 +32,824 +536.8% 0.47% $2.3M $56.10
2023 Q3 INITIATED 6,115 — — 0.07% $317K —
% of Fund (quarterly)    JIG price (monthly, adj. close)

Other funds also holding JIG

As of 2025 Q4 — sorted by position size

Key FInancial Inc 3Y 1.34% Hayek Kallen Investment Management 3Y 7Y 1.27% Prism Advisors, Inc. 3Y 7Y 1.11% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.62% SAXON INTERESTS, INC. 3Y 0.39% Cornerstone Wealth Management, LLC 3Y 7Y 0.37% Dominguez Wealth Management Solutions, Inc. 3Y 0.33% Elevation Wealth Management LLC 0.23% Vestmark Advisory Solutions, Inc. 3Y 0.2% Wayfinding Financial, LLC 3Y 0.14%
← Back to Peninsula Wealth, LLC Holdings