Elk River Wealth Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Elk River Wealth Management, LLC

$569 Million
Q2 2025

A detailed history of Elk River Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 368,118 shares of JIRE stock, worth $26 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares

368,118

Previous 365,172 0.81%

Holding current value

$26 Million

Previous $23.5 Million 10.78%

% of portfolio

4.58%

Previous 4.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$56.88 - $70.77 $167,568 - $208,488	2,946 Added 0.81%	368,118 $26.1 Million
Q1 2025 Apr 11, 2025	BUY	$58.04 - $65.84 $1.27 Million - $1.44 Million	21,924 Added 6.39%	365,172 $23.5 Million
Q4 2024 Feb 03, 2025	BUY	$58.46 - $65.6 $1.13 Million - $1.26 Million	19,264 Added 5.95%	343,248 $20.1 Million
Q3 2024 Oct 11, 2024	BUY	$60.25 - $66.85 $1.04 Million - $1.16 Million	17,319 Added 5.65%	323,984 $21.4 Million
Q2 2024 Jul 31, 2024	BUY	$59.87 - $64.55 $1.23 Million - $1.33 Million	20,624 Added 7.21%	306,665 $19.2 Million
Q1 2024 Apr 15, 2024	BUY	$56.8 - $62.88 $16.2 Million - $18 Million	286,041 New	286,041 $17.9 Million

Others Institutions Holding JIRE

# of Institutions

205

Shares Held

94.1M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
Sector ETFs
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Elk River Wealth Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History