Choice Wealth Advisors LLC JIRE holdings history
JPMORGAN INT RES ENH EQTY · CUSIP 46641Q134 · CIK 1842357
As of 2026-06-30, Choice Wealth Advisors LLC reported 305.65K JIRE (shares), valued at $25.21M, or 8.85% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 0.95%; reported value increased 9.95%, and weight changed -0.15 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 | 8.85% | 305,647 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 9.00% | 302,764 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 8.90% | 300,715 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 9.47% | 300,572 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 9.63% | 301,176 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 10.27% | 309,128 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 9.35% | 313,018 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 9.97% | 302,105 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 9.88% | 297,421 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 9.88% | 297,421 | $18.62M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 9.97% | 302,105 | $19.95M | Shares increased 1.57%; reported value increased 7.14%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 9.35% | 313,018 | $18.31M | Shares increased 3.61%; reported value decreased 8.19%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 10.27% | 309,128 | $19.70M | Shares decreased 1.24%; reported value increased 7.55%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 9.63% | 301,176 | $21.31M | Shares decreased 2.57%; reported value increased 8.21%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 9.47% | 300,572 | $22.10M | Shares decreased 0.20%; reported value increased 3.71%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 8.90% | 300,715 | $22.52M | Shares increased 0.05%; reported value increased 1.87%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 9.00% | 302,764 | $22.93M | Shares increased 0.68%; reported value increased 1.84%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 8.85% | 305,647 | $25.21M | Shares increased 0.95%; reported value increased 9.95%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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