Sax Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 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 214,045 shares of JIRE stock, worth $15.3 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
214,045
Previous 154,891
38.19%
Holding current value
$15.3 Million
Previous $9.87 Million
53.48%
% of portfolio
0.93%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding JIRE
# of Institutions
241Shares Held
101MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.44 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$289 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$147 Million0.04% of portfolio
-
Assetmark, Inc1.7MShares$122 Million0.29% of portfolio
-
Bogart Wealth, LLC1.62MShares$116 Million4.94% of portfolio