Sagespring Wealth Partners, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Sagespring Wealth Partners, LLC
- $4.64 Trillion
- Q2 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 1,165,969 shares of JIRE stock, worth $85.2 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
1,165,969
Previous 1,086,279
7.34%
Holding current value
$85.2 Million
Previous $69.2 Billion
19.21%
% of portfolio
1.78%
Previous 1.75%
Shares
2 transactions
Others Institutions Holding JIRE
# of Institutions
242Shares Held
102MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.55 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$296 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$151 Million0.04% of portfolio
-
Assetmark, Inc1.7MShares$125 Million0.29% of portfolio
-
Bogart Wealth, LLC1.62MShares$118 Million4.94% of portfolio