Phoenix Wealth Advisors J P Morgan Exchg Traded Fd Tr Transaction History
Phoenix Wealth Advisors
- $254 Million
- Q3 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 $449,684. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,995
Previous 5,995
-0.0%
Holding current value
$449,684
Previous $424,000
3.77%
% of portfolio
0.17%
Previous 0.18%
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
-
Lpl Financial LLC Fort Mill, SC5.76MShares$432 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.73MShares$205 Million0.06% of portfolio
-
Janney Montgomery Scott LLC1.73MShares$130 Million0.3% of portfolio
-
Bogart Wealth, LLC1.63MShares$122 Million4.89% of portfolio