Dynasty Wealth Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Dynasty Wealth Management, LLC

  • $5.87 Trillion
  • Q2 2025

A detailed history of Dynasty Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,057,253 shares of JIRE stock, worth $77.3 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
1,057,253
Previous 1,180,260 10.42%
Holding current value
$77.3 Million
Previous $75.2 Billion 0.51%
% of portfolio
1.27%
Previous 1.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$56.88 - $70.77 $7 Million - $8.71 Million
-123,007 Reduced 10.42%
1,057,253 $74.8 Billion
Q1 2025

May 02, 2025
BUY
$58.04 - $65.84 $68.5 Million - $77.7 Million
1,180,260 New
1,180,260 $75.2 Billion

Others Institutions Holding JIRE

# of Institutions
242
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHG-TRADED FD TR

JIRE Quotes by TradingView
  • Ticker JIRE
  • Sector ETFs
  • Industry ETFs
More about JIRE
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email