Cyndeo Wealth Partners, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Cyndeo Wealth Partners, LLC
- $1.74 Billion
- Q4 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 20,876 shares of JIRE stock, worth $1.57 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
20,876
Previous 18,428
13.28%
Holding current value
$1.57 Million
Previous $1.36 Million
15.5%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding JIRE
# of Institutions
283Shares 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
-
Sagespring Wealth Partners, LLC Franklin, TN1.63MShares$122 Million1.89% of portfolio