Bogart Wealth, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Bogart Wealth, LLC

$2.32 Billion
Q2 2025

A detailed history of Bogart Wealth, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,621,384 shares of JIRE stock, worth $113 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares

1,621,384

Previous 781,232 107.54%

Holding current value

$113 Million

Previous $49.8 Million 130.5%

% of portfolio

4.94%

Previous 2.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$56.88 - $70.77 $47.8 Million - $59.5 Million	840,152 Added 107.54%	1,621,384 $115 Million
Q1 2025 May 01, 2025	SELL	$58.04 - $65.84 $2.15 Million - $2.44 Million	-37,015 Reduced 4.52%	781,232 $49.8 Million
Q4 2024 Jan 29, 2025	BUY	$58.46 - $65.6 $4.6 Million - $5.16 Million	78,668 Added 10.64%	818,247 $47.9 Million
Q3 2024 Oct 22, 2024	BUY	$60.25 - $66.85 $898,207 - $996,599	14,908 Added 2.06%	739,579 $48.8 Million
Q2 2024 Jul 31, 2024	BUY	$59.87 - $64.55 $2.11 Million - $2.28 Million	35,320 Added 5.12%	724,671 $45.4 Million
Q1 2024 Apr 25, 2024	BUY	$56.8 - $62.88 $749,589 - $829,827	13,197 Added 1.95%	689,351 $43.2 Million
Q4 2023 Feb 06, 2024	BUY	$52.16 - $59.25 $1.13 Million - $1.28 Million	21,645 Added 3.31%	676,154 $39.5 Million
Q3 2023 Oct 30, 2023	BUY	$54.17 - $58.66 $6.46 Million - $6.99 Million	119,208 Added 22.27%	654,509 $35.6 Million
Q2 2023 Jul 28, 2023	BUY	$54.72 - $57.87 $29.3 Million - $31 Million	535,301 New	535,301 $30.6 Million

Others Institutions Holding JIRE

# of Institutions

218

Shares Held

97.2M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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Bogart Wealth, LLC J P Morgan Exchg Traded Fd Tr Transaction History