Whipplewood Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Whipplewood Advisors, LLC
- $182 Billion
- Q2 2025
A detailed history of Whipplewood Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 3,345 shares of JIRE stock, worth $238,498. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,345
Previous 46
7171.74%
Holding current value
$238,498
Previous $219 Million
8.22%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding JIRE
# of Institutions
241Shares Held
101MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.44 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$289 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$147 Million0.04% of portfolio
-
Assetmark, Inc1.7MShares$122 Million0.29% of portfolio
-
Bogart Wealth, LLC1.62MShares$116 Million4.94% of portfolio