Private Advisor Group, LLC JIRE J P MORGAN EXCHANGE TRADED F

Ownership history in Private Advisor Group, LLC  ·  14 quarters on record

AI Ownership Summary

Private Advisor Group, LLC reported J P MORGAN EXCHANGE TRADED F (JIRE) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2026 Q1. The latest visible filing shows JIRE at 0.34% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JIRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Advisor Group, LLC'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 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 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.

How Private Advisor Group, LLC 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 950,313 +17,833 +1.9% 0.34% $72.0M 2026-04-27 $79.00
2025 Q4 ADDED 932,480 +17,099 +1.9% 0.33% $69.8M 2026-02-17 $81.40
2025 Q3 ADDED 915,381 +156,054 +20.6% 0.33% $67.3M 2025-11-13 $73.06
2025 Q2 ADDED 759,327 +55,707 +7.9% 0.29% $53.7M 2025-08-11 $68.95
2025 Q1 ADDED 703,620 +395,742 +128.5% 0.27% $44.8M 2025-05-05 $65.25
2024 Q4 ADDED 307,878 +26,864 +9.6% 0.10% $18.0M 2025-02-03 $59.05
2024 Q3 ADDED 281,014 +203,955 +264.7% 0.12% $18.6M 2024-10-22 $60.05
2024 Q2 ADDED 77,059 +133 +0.2% 0.03% $4.8M 2024-08-05 $56.77
2024 Q1 REDUCED 68.5% +0.1% 76,926 -167,363 -68.5% 0.03% $4.8M 2024-04-30 $57.33
2023 Q4 ADDED 244,289 +214,789 +728.1% 0.11% $14.3M 2024-02-06 $55.26
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Private Advisor Group, LLC and JIRE

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

How long has Private Advisor Group, LLC reported owning JIRE?

Private Advisor Group, LLC reported JIRE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JIRE position in Private Advisor Group, LLC's portfolio?

The largest reported portfolio weight for JIRE was 0.34% in 2026 Q1.

What is the latest reported JIRE position on this page?

The most recent filing on this page is 2026 Q1, when Private Advisor Group, LLC reported 950,313 shares, equal to 0.34% of portfolio, with an estimated market value of $72.0M.

What does the chart on this JIRE ownership page compare?

The chart compares Private Advisor Group, LLC'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 Private Advisor Group, LLC time their JIRE position?

Based on 13F filing dates vs. subsequent JIRE price moves, Private Advisor Group, LLC correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on JIRE relative to SPY over the holding period was -5.4%.

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