Allen Capital Group, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Allen Capital Group, LLC

$1.02 Billion
Q3 2025

A detailed history of Allen Capital Group, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Allen Capital Group, LLC holds 3,154 shares of JIRE stock, worth $233,332. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,154

Holding current value

$233,332

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 27, 2025	BUY	$69.02 - $73.57 $217,689 - $232,039	3,154 New	3,154 $231,000

Others Institutions Holding JIRE

# of Institutions

266

Shares Held

105M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

62.2M
Shares

$4.6 Billion
0.31% of portfolio
Lpl Financial LLC Fort Mill, SC

4.05M
Shares

$300 Million
0.1% of portfolio
Envestnet Asset Management Inc

2.73M
Shares

$202 Million
0.06% of portfolio
Janney Montgomery Scott LLC

1.73M
Shares

$128 Million
0.3% of portfolio
Bogart Wealth, LLC

1.63M
Shares

$121 Million
4.89% of portfolio

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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Allen Capital Group, LLC J P Morgan Exchg Traded Fd Tr Transaction History