Phoenix Wealth Advisors J P Morgan Exchg Traded Fd Tr Transaction History

Phoenix Wealth Advisors

$235 Million
Q2 2025

A detailed history of Phoenix Wealth Advisors transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Phoenix Wealth Advisors holds 5,995 shares of JIRE stock, worth $446,507. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,995

Holding current value

$446,507

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$56.88 - $70.77 $340,995 - $424,266	5,995 New	5,995 $424,000

Others Institutions Holding JIRE

# of Institutions

247

Shares Held

102M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

62.2M
Shares

$4.63 Billion
0.31% of portfolio
Lpl Financial LLC Fort Mill, SC

4.05M
Shares

$302 Million
0.1% of portfolio
Envestnet Asset Management Inc

2.06M
Shares

$154 Million
0.04% of portfolio
Assetmark, Inc

1.7M
Shares

$127 Million
0.29% of portfolio
Bogart Wealth, LLC

1.62M
Shares

$121 Million
4.94% of portfolio

View Full List

About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
Sector ETFs
Industry ETFs

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Phoenix Wealth Advisors J P Morgan Exchg Traded Fd Tr Transaction History