Integrated Wealth Concepts LLC J P Morgan Exchg Traded Fd Tr Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 54,289 shares of JIRE stock, worth $3.82 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
54,289
Previous 70,421 22.91%
Holding current value
$3.82 Million
Previous $4.12 Million 16.04%
% of portfolio
0.04%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$58.04 - $65.84 $936,301 - $1.06 Million
-16,132 Reduced 22.91%
54,289 $3.46 Million
Q4 2024

Feb 14, 2025
BUY
$58.46 - $65.6 $115,984 - $130,150
1,984 Added 2.9%
70,421 $4.12 Million
Q3 2024

Nov 14, 2024
BUY
$60.25 - $66.85 $3.23 Million - $3.58 Million
53,572 Added 360.39%
68,437 $4.52 Million
Q2 2024

Aug 14, 2024
BUY
$59.87 - $64.55 $15,266 - $16,460
255 Added 1.75%
14,865 $930,000
Q1 2024

May 15, 2024
BUY
$56.8 - $62.88 $42,940 - $47,537
756 Added 5.46%
14,610 $914,000
Q4 2023

Feb 13, 2024
BUY
$52.16 - $59.25 $23,993 - $27,255
460 Added 3.43%
13,854 $809,000
Q3 2023

Nov 15, 2023
BUY
$54.17 - $58.66 $50,486 - $54,671
932 Added 7.48%
13,394 $728,000
Q2 2023

Aug 15, 2023
SELL
$54.72 - $57.87 $146,704 - $155,149
-2,681 Reduced 17.7%
12,462 $711,000
Q1 2023

May 03, 2023
BUY
$50.46 - $55.41 $4,844 - $5,319
96 Added 0.64%
15,143 $834,000
Q4 2022

Feb 13, 2023
SELL
$43.52 - $53.02 $12,098 - $14,739
-278 Reduced 1.81%
15,047 $753,000
Q3 2022

Nov 14, 2022
BUY
$43.52 - $51.88 $15,928 - $18,988
366 Added 2.45%
15,325 $667,000
Q2 2022

Aug 08, 2022
BUY
$47.51 - $49.6 $710,702 - $741,966
14,959 New
14,959 $727,000

Others Institutions Holding JIRE

# of Institutions
225
Shares Held
99.5M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHG-TRADED FD TR

JIRE Quotes by TradingView
  • Ticker JIRE
  • Sector ETFs
  • Industry ETFs
More about JIRE
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