Goal Vest Advisory LLC J P Morgan Exchg Traded Fd Tr Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 595 shares of JIRE stock, worth $35,830. This represents 0.01% of its overall portfolio holdings.

Number of Shares

595

Holding current value

$35,830

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$60.25 - $66.85 $35,848 - $39,775	595 New	595 $39,000

Others Institutions Holding JIRE

# of Institutions

158

Shares Held

80.6M

Call Options Held

Put Options Held

500

Jpmorgan Chase & CO New York, NY

60.1M
Shares

$3.62 Billion
0.33% of portfolio
Lpl Financial LLC Fort Mill, SC

2.78M
Shares

$167 Million
0.08% of portfolio
Assetmark, Inc

1.57M
Shares

$94.5 Million
0.3% of portfolio
Janney Montgomery Scott LLC

1.19M
Shares

$71.6 Million
0.22% of portfolio
Commonwealth Equity Services, LLC

1.13M
Shares

$67.8 Million
0.11% of portfolio

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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Goal Vest Advisory LLC J P Morgan Exchg Traded Fd Tr Transaction History