Wagner Wealth Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Wagner Wealth Management, LLC
- $327 Million
- Q3 2025
A detailed history of Wagner Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 105,373 shares of JIRE stock, worth $7.85 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
105,373
Previous 103,408
1.9%
Holding current value
$7.85 Million
Previous $7.32 Million
5.89%
% of portfolio
2.37%
Previous 2.42%
Shares
7 transactions
Others Institutions Holding JIRE
# of Institutions
249Shares 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