JIRE β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Sharkey, Howes & Javer  Β·  4 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported J P MORGAN EXCHANGE TRADED F (JIRE) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows JIRE at 0.32% 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 Sharkey, Howes & Javer'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 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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
2025 Q2 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 Sharkey, Howes & Javer held JIRE β€” position size vs. price
% of Fund (quarterly)    JIRE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 31,394 +2,261 +7.8% 0.32% $2.4M 2026-04-08 $79.77
2025 Q4 REDUCED 29,133 -1,741 -5.6% 0.28% $2.2M 2026-01-13 $77.18
2025 Q3 ADDED 30,874 +11,382 +58.4% 0.29% $2.3M 2025-10-10 $70.62
2025 Q2 INITIATED 19,492 β€” β€” 0.18% $1.4M 2025-07-10 $69.01

FAQ About Sharkey, Howes & Javer and JIRE

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

How long has Sharkey, Howes & Javer reported owning JIRE?

Sharkey, Howes & Javer reported JIRE across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported JIRE position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for JIRE was 0.32% in 2026 Q1.

What is the latest reported JIRE position on this page?

The most recent filing on this page is 2026 Q1, when Sharkey, Howes & Javer reported 31,394 shares, equal to 0.32% of portfolio, with an estimated market value of $2.4M.

What does the chart on this JIRE ownership page compare?

The chart compares Sharkey, Howes & Javer'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.

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