U.S. Capital Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.21 Billion
- Q2 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 61,135 shares of JIRE stock, worth $4.36 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
61,135
Previous 54,486
12.2%
Holding current value
$4.36 Million
Previous $3.47 Million
24.63%
% of portfolio
0.13%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding JIRE
# of Institutions
228Shares Held
99.9MCall 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
-
Morgan Stanley New York, NY1.75MShares$124 Million0.01% of portfolio
-
Assetmark, Inc1.7MShares$122 Million0.29% of portfolio