Modern Wealth Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 366,043 shares of JIRE stock, worth $27.5 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
366,043Holding current value
$27.5 Million% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding JIRE
# of Institutions
283Shares Held
110MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY61.3MShares$4.6 Billion0.3% of portfolio
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Lpl Financial LLC Fort Mill, SC5.76MShares$432 Million0.13% of portfolio
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Envestnet Asset Management Inc2.73MShares$205 Million0.06% of portfolio
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Janney Montgomery Scott LLC1.73MShares$130 Million0.3% of portfolio
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Bogart Wealth, LLC1.63MShares$122 Million4.89% of portfolio