Choice Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Choice Wealth Advisors, LLC
- $203 Million
- Q2 2025
A detailed history of Choice Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 301,176 shares of JIRE stock, worth $21.5 Million. This represents 10.5% of its overall portfolio holdings.
Number of Shares
301,176
Previous 309,128
2.57%
Holding current value
$21.5 Million
Previous $19.9 Million
7.07%
% of portfolio
10.5%
Previous 10.53%
Shares
5 transactions
Others Institutions Holding JIRE
# of Institutions
241Shares Held
101MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.44 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$289 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$147 Million0.04% of portfolio
-
Assetmark, Inc1.7MShares$122 Million0.29% of portfolio
-
Bogart Wealth, LLC1.62MShares$116 Million4.94% of portfolio