Wealth Alliance Advisory Group, LLC JIRE holdings history
JPMORGAN INT RES ENH EQTY · CUSIP 46641Q134 · CIK 1735734
As of 2025-09-30, Wealth Alliance Advisory Group, LLC reported 3.73K JIRE (shares), valued at $274.43K, or 0.05% of its reported non-derivative portfolio. Filed 2025-10-14.
Verify history & sources →Shares decreased 46.54%; reported value decreased 44.45%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | 0.05% | 3,732 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 0.09% | 6,981 | SEC filing ↗Filed Jul 7, 2025 |
| Q1 2025 | 0.09% | 7,056 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 3.39% | 273,848 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 3.74% | 269,651 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 3.74% | 265,470 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 3.80% | 261,436 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 3.84% | 251,361 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 3.90% | 242,135 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.90% | 242,135 | $13.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 3.84% | 251,361 | $14.69M | Shares increased 3.81%; reported value increased 11.58%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 3.80% | 261,436 | $16.37M | Shares increased 4.01%; reported value increased 11.45%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 3.74% | 265,470 | $16.62M | Shares increased 1.54%; reported value increased 1.51%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 3.74% | 269,651 | $17.81M | Shares increased 1.57%; reported value increased 7.14%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 3.39% | 273,848 | $16.02M | Shares increased 1.56%; reported value decreased 10.01%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 0.09% | 7,056 | $449.58K | Shares decreased 97.42%; reported value decreased 97.19%, and weight changed -3.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 0.09% | 6,981 | $494.06K | Shares decreased 1.06%; reported value increased 9.89%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2025 |
| Q3 2025 | 0.05% | 3,732 | $274.43K | Shares decreased 46.54%; reported value decreased 44.45%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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