Vision Point Advisory Group, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 21,883 shares of JIRE stock, worth $1.63 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
21,883
Previous 21,998
0.52%
Holding current value
$1.63 Million
Previous $1.56 Million
3.41%
% of portfolio
0.34%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding JIRE
# of Institutions
256Shares Held
102MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.63 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$302 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$154 Million0.04% of portfolio
-
Assetmark, Inc1.7MShares$127 Million0.29% of portfolio
-
Bogart Wealth, LLC1.62MShares$121 Million4.94% of portfolio