SEC 13F Intelligence

Kaizen Financial Strategies / JIRE

Kaizen Financial Strategies’s J P Morgan Exchange Traded F Position

Does Kaizen Financial Strategies own J P Morgan Exchange Traded F (JIRE)? Yes — 88.2K shares worth $7M (+2.99% of its 13F portfolio) as of Q1 2026, up from 79.3K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
88.2K
% of Portfolio
+2.99%
Quarters Held
5
currently held

Position History JIRE

Reported value by quarter
Q1 ’25: $3MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.2K$7M+2.99%
Q4 202579.3K$6M+2.62%
Q3 202575.3K$6M+2.52%
Q2 202566.4K$5M+2.39%
Q1 202552.8K$3M+1.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kaizen Financial Strategies’s full portfolio or all institutional holders of JIRE.