REDMONT WEALTH ADVISORS LLC JPXN — ISHARES JPX-NIKKEI 400 ETF

Ownership history in REDMONT WEALTH ADVISORS LLC  ·  6 quarters on record

AI Ownership Summary

REDMONT WEALTH ADVISORS LLC reported ISHARES JPX-NIKKEI 400 ETF (JPXN) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows JPXN at 0.01% 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 JPXN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REDMONT WEALTH ADVISORS LLC's position in ISHARES JPX-NIKKEI 400 ETF, 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
2025 Q4

JPXN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

JPXN stock page REDMONT WEALTH ADVISORS LLC fund profile REDMONT WEALTH ADVISORS LLC full holdings
How REDMONT WEALTH ADVISORS LLC held JPXN — position size vs. price
% of Fund (quarterly)    JPXN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 73 — 0% 0.01% $6K 2026-02-14 (Est.) $100.11
2025 Q3 REDUCED 41.6% +4.4% ❌ 73 -52 -41.6% 0.01% $6K 2025-11-17 $84.38
2025 Q1 UNCHANGED — — — 125 — 0% 0.02% $9K 2025-04-28 $73.55
2024 Q3 REDUCED 38.1% -6.0% ✅ 125 -77 -38.1% 0.01% $10K 2024-10-16 $71.21
2024 Q2 UNCHANGED — — — 202 — 0% 0.02% $15K 2024-07-10 $71.51
2024 Q1 INITIATED — — — 202 — — 0.02% $15K 2024-04-19 $66.12

🏢 Other funds also holding JPXN

As of 2026 Q1 — sorted by position size

Intesa Sanpaolo Wealth Management 0.45% Copia Wealth Management 0.27% Ifrah Financial Services, Inc. 3Y 7Y 0.05% FLOW TRADERS U.S. LLC 3Y 7Y 0.01% Beacon Pointe Advisors, LLC 3Y 7Y 0.01% Breakwater Investment Management 0.0% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.0% CIBC WORLD MARKET INC. 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About REDMONT WEALTH ADVISORS LLC and JPXN

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

How long has REDMONT WEALTH ADVISORS LLC reported owning JPXN?

REDMONT WEALTH ADVISORS LLC reported JPXN across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported JPXN position in REDMONT WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for JPXN was 0.02% in 2024 Q2.

What is the latest reported JPXN position on this page?

The most recent filing on this page is 2025 Q4, when REDMONT WEALTH ADVISORS LLC reported 73 shares, equal to 0.01% of portfolio, with an estimated market value of $6K.

What does the chart on this JPXN ownership page compare?

The chart compares REDMONT WEALTH ADVISORS LLC's quarterly JPXN 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 REDMONT WEALTH ADVISORS LLC time their JPXN position?

Based on 13F filing dates vs. subsequent JPXN price moves, REDMONT WEALTH ADVISORS LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on JPXN relative to SPY over the holding period was +4.1%.

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