Leo Wealth, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 290,730 shares of JIRE stock, worth $20.5 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

290,730

Previous 198,228 46.66%

Holding current value

$20.5 Million

Previous $12.6 Billion 63.11%

% of portfolio

1.6%

Previous 1.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$56.88 - $70.77 $5.26 Million - $6.55 Million	92,502 Added 46.66%	290,730 $20.6 Billion
Q1 2025 May 02, 2025	SELL	$58.04 - $65.84 $4.54 Million - $5.16 Million	-78,301 Reduced 28.32%	198,228 $12.6 Billion
Q4 2024 Jan 27, 2025	SELL	$58.46 - $65.6 $3.71 Million - $4.17 Million	-63,547 Reduced 18.69%	276,529 $16.2 Billion
Q3 2024 Oct 21, 2024	BUY	$60.25 - $66.85 $940,080 - $1.04 Million	15,603 Added 4.81%	340,076 $22.5 Billion
Q2 2024 Jul 17, 2024	BUY	$59.87 - $64.55 $18.7 Million - $20.1 Million	311,751 Added 2450.49%	324,473 $20.3 Billion
Q4 2023 Mar 14, 2024	BUY	$52.16 - $59.25 $663,579 - $753,778	12,722 New	12,722 $783 Million

Others Institutions Holding JIRE

# of Institutions

225

Shares Held

99.4M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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