U.S. Capital Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

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 60,928 shares of JIRE stock, worth $3.67 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

60,928

Previous 48,950 24.47%

Holding current value

$3.67 Million

Previous $3.06 Million 31.3%

% of portfolio

0.15%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$60.25 - $66.85 $721,674 - $800,729	11,978 Added 24.47%	60,928 $4.02 Million
Q2 2024 Jul 11, 2024	BUY	$59.87 - $64.55 $594,449 - $640,916	9,929 Added 25.45%	48,950 $3.06 Million
Q1 2024 May 10, 2024	BUY	$56.8 - $62.88 $1.52 Million - $1.68 Million	26,711 Added 216.99%	39,021 $2.44 Million
Q4 2023 Feb 06, 2024	BUY	$52.16 - $59.25 $425,677 - $483,539	8,161 Added 196.7%	12,310 $719,000
Q3 2023 Oct 19, 2023	BUY	$54.17 - $58.66 $224,751 - $243,380	4,149 New	4,149 $225,000

Others Institutions Holding JIRE

# of Institutions

158

Shares Held

80.6M

Call Options Held

Put Options Held

500

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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U.S. Capital Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History