N.E.W. Advisory Services LLC J P Morgan Exchg Traded Fd Tr Transaction History

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 40,102 shares of JIRE stock, worth $2.49 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

40,102

Previous 43,189 7.15%

Holding current value

$2.49 Million

Previous $2.85 Million 17.71%

% of portfolio

0.23%

Previous 0.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$58.46 - $65.6 $180,466 - $202,507	-3,087 Reduced 7.15%	40,102 $2.35 Million
Q3 2024 Oct 31, 2024	BUY	$60.25 - $66.85 $104,232 - $115,650	1,730 Added 4.17%	43,189 $2.85 Million
Q2 2024 Aug 02, 2024	BUY	$59.87 - $64.55 $189,249 - $204,042	3,161 Added 8.25%	41,459 $2.6 Million
Q1 2024 Apr 24, 2024	BUY	$56.8 - $62.88 $166,821 - $184,678	2,937 Added 8.31%	38,298 $2.4 Million
Q4 2023 Feb 06, 2024	BUY	$52.16 - $59.25 $1.84 Million - $2.1 Million	35,361 New	35,361 $2.07 Million

Others Institutions Holding JIRE

# of Institutions

160

Shares Held

80.7M

Call Options Held

Put Options Held

500

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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N.E.W. Advisory Services LLC J P Morgan Exchg Traded Fd Tr Transaction History