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

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 290,983 shares of JIRE stock, worth $21.8 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
290,983
Previous 214,045 35.94%
Holding current value
$21.8 Million
Previous $15.1 Million 41.27%
% of portfolio
1.17%
Previous 0.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$69.02 - $73.57 $5.31 Million - $5.66 Million
76,938 Added 35.94%
290,983 $21.4 Million
Q2 2025

Jul 23, 2025
BUY
$56.88 - $70.77 $3.36 Million - $4.19 Million
59,154 Added 38.19%
214,045 $15.1 Million
Q1 2025

May 14, 2025
BUY
$58.04 - $65.84 $3.27 Million - $3.71 Million
56,304 Added 57.11%
154,891 $9.87 Million
Q4 2024

Jan 15, 2025
BUY
$58.46 - $65.6 $5.76 Million - $6.47 Million
98,587 New
98,587 $5.77 Million

Others Institutions Holding JIRE

# of Institutions
283
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHG-TRADED FD TR

JIRE Quotes by TradingView
  • Ticker JIRE
  • Sector ETFs
  • Industry ETFs
More about JIRE
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