Bellevue Asset Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Bellevue Asset Management, LLC

$208 Million
Q3 2025

A detailed history of Bellevue Asset Management, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 71,963 shares of JIRE stock, worth $5.4 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

71,963

Previous 60,864 18.24%

Holding current value

$5.4 Million

Previous $4.31 Million 22.87%

% of portfolio

2.55%

Previous 2.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$69.02 - $73.57 $766,052 - $816,553	11,099 Added 18.24%	71,963 $5.29 Million
Q2 2025 Jul 23, 2025	SELL	$56.88 - $70.77 $40,839 - $50,812	-718 Reduced 1.17%	60,864 $4.31 Million
Q1 2025 Apr 28, 2025	SELL	$58.04 - $65.84 $404,364 - $458,707	-6,967 Reduced 10.16%	61,582 $3.92 Million
Q4 2024 Feb 06, 2025	BUY	$58.46 - $65.6 $70,678 - $79,310	1,209 Added 1.8%	68,549 $4.01 Million
Q3 2024 Oct 25, 2024	BUY	$60.25 - $66.85 $7,169 - $7,955	119 Added 0.18%	67,340 $4.45 Million

Q2 2024 Jul 31, 2024	BUY	$59.87 - $64.55 $17,062 - $18,396	285 Added 0.43%	67,221 $4.21 Million
Q1 2024 Apr 26, 2024	BUY	$56.8 - $62.88 $380,730 - $421,484	6,703 Added 11.13%	66,936 $4.19 Million
Q4 2023 Feb 06, 2024	BUY	$52.16 - $59.25 $3.14 Million - $3.57 Million	60,233 New	60,233 $3.52 Million

Others Institutions Holding JIRE

# of Institutions

283

Shares Held

110M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
Sector ETFs
Industry ETFs

More about JIRE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bellevue Asset Management, LLC with notifications on news.

Account

Bellevue Asset Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History