Shira Ridge Wealth Management J P Morgan Exchg Traded Fd Tr Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 2025
A detailed history of Shira Ridge Wealth Management transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 4,329 shares of JIRE stock, worth $324,718. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,329
Previous 4,262
1.57%
Holding current value
$324,718
Previous $302 Million
5.55%
% of portfolio
0.14%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding JIRE
# of Institutions
282Shares 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