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 $26.2 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
368,118
Previous 365,172
0.81%
Holding current value
$26.2 Million
Previous $23.5 Million
10.78%
% of portfolio
4.58%
Previous 4.51%
Shares
6 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