Valicenti Advisory Services Inc J P Morgan Exchg Traded Fd Tr Transaction History
Valicenti Advisory Services Inc
- $428 Million
- Q2 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 25,161 shares of JIRE stock, worth $1.89 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
25,161
Previous 25,535
1.46%
Holding current value
$1.89 Million
Previous $1.63 Million
9.47%
% of portfolio
0.42%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding JIRE
# of Institutions
242Shares Held
101MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.67 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$304 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$155 Million0.04% of portfolio
-
Assetmark, Inc1.7MShares$128 Million0.29% of portfolio
-
Bogart Wealth, LLC1.62MShares$122 Million4.94% of portfolio