Valicenti Advisory Services Inc J P Morgan Exchg Traded Fd Tr Transaction History

Valicenti Advisory Services Inc

$466 Million
Q3 2025

A detailed history of Valicenti Advisory Services Inc transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Valicenti Advisory Services Inc holds 36,711 shares of JIRE stock, worth $2.75 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

36,711

Previous 25,161 45.9%

Holding current value

$2.75 Million

Previous $1.78 Million 51.6%

% of portfolio

0.58%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$69.02 - $73.57 $797,181 - $849,733	11,550 Added 45.9%	36,711 $2.7 Million
Q2 2025 Jul 16, 2025	SELL	$56.88 - $70.77 $21,273 - $26,467	-374 Reduced 1.46%	25,161 $1.78 Million
Q1 2025 Apr 23, 2025	SELL	$58.04 - $65.84 $111,610 - $126,610	-1,923 Reduced 7.0%	25,535 $1.63 Million
Q4 2024 Jan 23, 2025	BUY	$58.46 - $65.6 $166,844 - $187,222	2,854 Added 11.6%	27,458 $1.61 Million
Q3 2024 Oct 23, 2024	BUY	$60.25 - $66.85 $23,256 - $25,804	386 Added 1.59%	24,604 $1.63 Million
Q2 2024 Jul 23, 2024	BUY	$59.87 - $64.55 $1.45 Million - $1.56 Million	24,218 New	24,218 $1.52 Million

Others Institutions Holding JIRE

# of Institutions

281

Shares Held

110M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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Valicenti Advisory Services Inc J P Morgan Exchg Traded Fd Tr Transaction History