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 $118 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
1,621,384
Previous 781,232
107.54%
Holding current value
$118 Million
Previous $49.8 Million
130.5%
% of portfolio
4.94%
Previous 2.36%
Shares
9 transactions
Others Institutions Holding JIRE
# of Institutions
241Shares Held
101MCall 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
-
Commonwealth Equity Services, LLC1.41MShares$103 Million0.13% of portfolio