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

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 154,755 shares of JIRE stock, worth $11.4 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
154,755
Previous 33,652 359.87%
Holding current value
$11.4 Million
Previous $2.38 Million 377.95%
% of portfolio
0.82%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$69.02 - $73.57 $8.36 Million - $8.91 Million
121,103 Added 359.87%
154,755 $11.4 Million
Q2 2025

Jul 28, 2025
BUY
$56.88 - $70.77 $1.91 Million - $2.38 Million
33,652 New
33,652 $2.38 Million

Others Institutions Holding JIRE

# of Institutions
266
Shares Held
105M
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
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