Wagner Wealth Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Wagner Wealth Management, LLC
- $302 Million
- Q2 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 103,408 shares of JIRE stock, worth $7.56 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
103,408
Previous 100,405
2.99%
Holding current value
$7.56 Million
Previous $6.4 Million
14.4%
% of portfolio
2.42%
Previous 2.06%
Shares
6 transactions
Others Institutions Holding JIRE
# of Institutions
241Shares Held
101MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.55 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$296 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$151 Million0.04% of portfolio
-
Assetmark, Inc1.7MShares$125 Million0.29% of portfolio
-
Bogart Wealth, LLC1.62MShares$118 Million4.94% of portfolio