Bogart Wealth, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 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 1,631,713 shares of JIRE stock, worth $122 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
1,631,713
Previous 1,621,384
0.64%
Holding current value
$122 Million
Previous $115 Million
4.58%
% of portfolio
4.89%
Previous 4.94%
Shares
10 transactions
Others Institutions Holding JIRE
# of Institutions
282Shares Held
110MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY61.3MShares$4.6 Billion0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$432 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.73MShares$205 Million0.06% of portfolio
-
Janney Montgomery Scott LLC1.73MShares$130 Million0.3% of portfolio
-
Assetmark, Inc1.58MShares$118 Million0.25% of portfolio