VALICENTI ADVISORY SERVICES INC JIRE — JPMORGAN INTERN RESRCH ENH EQT

Ownership history in VALICENTI ADVISORY SERVICES INC  ·  10 quarters on record

AI Ownership Summary

VALICENTI ADVISORY SERVICES INC reported JPMORGAN INTERN RESRCH ENH EQT (JIRE) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.6% in 2025 Q4. The latest visible filing shows JIRE at 0.45% 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 VALICENTI ADVISORY SERVICES INC's position in JPMORGAN INTERN RESRCH ENH EQT, 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 Q3

JIRE was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 VALICENTI ADVISORY SERVICES INC fund profile VALICENTI ADVISORY SERVICES INC full holdings
How VALICENTI ADVISORY SERVICES 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 29,210 +332 +1.1% 0.45% $2K 2026-10-23 $81.00
2026 Q2 ADDED — — — 28,878 +1,041 +3.7% 0.45% $2K 2026-07-16 $82.29
2026 Q1 REDUCED 26.9% +8.5% ❌ 27,837 -10,265 -26.9% 0.46% $2K 2026-04-14 $80.73
2025 Q4 ADDED — — — 38,102 +1,391 +3.8% 0.60% $2.9M 2026-01-16 $77.80
2025 Q3 ADDED — — — 36,711 +11,550 +45.9% 0.58% $2.7M 2025-10-17 $72.32
2025 Q2 REDUCED — — — 25,161 -374 -1.5% 0.42% $1.8M 2025-07-16 $67.93
2025 Q1 REDUCED 7.0% +11.1% ❌ 25,535 -1,923 -7.0% 0.42% $1.6M 2025-04-23 $62.57
2024 Q4 ADDED — — — 27,458 +2,854 +11.6% 0.40% $1.6M 2025-01-23 $59.36
2024 Q3 ADDED — — — 24,604 +386 +1.6% 0.42% $1.6M 2024-10-23 $59.43
2024 Q2 INITIATED — — — 24,218 — — 0.41% $1.5M 2024-07-23 $60.23

🏢 Other funds also holding JIRE

As of 2026 Q3 — sorted by position size

Richard P Slaughter Associates Inc 3Y 10.42% KELLY FINANCIAL GROUP LLC 8.8% Choice Wealth Advisors LLC 3Y 8.72% SIMA Wealth Partners, LLC 7.2% Merited Wealth, LLC 4.99% Kendall Capital Management 3Y 7Y 4.87% MN Wealth Advisors, LLC 4.76% SACKS & ASSOCIATES, LLC 4.19% Base Wealth Management LLC 3.97% Mascoma Wealth Management LLC 3Y 7Y 3.49%

FAQ About VALICENTI ADVISORY SERVICES 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 VALICENTI ADVISORY SERVICES INC reported owning JIRE?

VALICENTI ADVISORY SERVICES INC reported JIRE across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported JIRE position in VALICENTI ADVISORY SERVICES INC's portfolio?

The largest reported portfolio weight for JIRE was 0.60% in 2025 Q4.

What is the latest reported JIRE position on this page?

The most recent filing on this page is 2026 Q3, when VALICENTI ADVISORY SERVICES INC reported 29,210 shares, equal to 0.45% of portfolio, with an estimated market value of $2K.

What does the chart on this JIRE ownership page compare?

The chart compares VALICENTI ADVISORY SERVICES 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 VALICENTI ADVISORY SERVICES INC time their JIRE position?

Based on 13F filing dates vs. subsequent JIRE price moves, VALICENTI ADVISORY SERVICES INC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on JIRE relative to SPY over the holding period was -2.0%.

← Back to VALICENTI ADVISORY SERVICES INC Holdings