Great Valley Advisor Group, Inc. J P Morgan Exchg Traded Fd Tr Transaction History

Great Valley Advisor Group, Inc.

$4.08 Billion
Q2 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 705,238 shares of JIRE stock, worth $50.3 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

705,238

Previous 640,553 10.1%

Holding current value

$50.3 Million

Previous $40.8 Million 22.28%

% of portfolio

1.22%

Previous 0.99%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$56.88 - $70.77 $3.68 Million - $4.58 Million	64,685 Added 10.1%	705,238 $49.9 Million
Q1 2025 May 08, 2025	SELL	$58.04 - $65.84 $5.47 Million - $6.21 Million	-94,276 Reduced 12.83%	640,553 $40.8 Million
Q4 2024 Feb 24, 2025	BUY	$58.46 - $65.6 $4.25 Million - $4.77 Million	72,724 Added 10.98%	734,829 $43 Million
Q3 2024 Nov 12, 2024	BUY	$60.25 - $66.85 $7.68 Million - $8.53 Million	127,540 Added 23.86%	662,105 $43.7 Million
Q2 2024 Jul 16, 2024	BUY	$59.87 - $64.55 $3.69 Million - $3.97 Million	61,566 Added 13.02%	534,565 $33.5 Million
Q1 2024 May 03, 2024	BUY	$56.8 - $62.88 $7.59 Million - $8.4 Million	133,608 Added 39.37%	472,999 $29.6 Million
Q4 2023 Feb 05, 2024	BUY	$52.16 - $59.25 $17.7 Million - $20.1 Million	339,391 New	339,391 $19.8 Million

Others Institutions Holding JIRE

# of Institutions

241

Shares Held

101M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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Great Valley Advisor Group, Inc. J P Morgan Exchg Traded Fd Tr Transaction History