Arq Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Arq Wealth Advisors, LLC

$320 Million
Q3 2025

A detailed history of Arq Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 50,408 shares of JIRE stock, worth $3.78 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

50,408

Previous 55,033 8.4%

Holding current value

$3.78 Million

Previous $3.89 Million 4.8%

% of portfolio

1.16%

Previous 1.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 25, 2025	SELL	$69.02 - $73.57 $319,217 - $340,261	-4,625 Reduced 8.4%	50,408 $3.71 Million
Q1 2025 May 05, 2025	BUY	$58.04 - $65.84 $292,579 - $331,899	5,041 Added 10.08%	55,033 $3.51 Million
Q4 2024 Feb 19, 2025	SELL	$58.46 - $65.6 $744,078 - $834,956	-12,728 Reduced 20.29%	49,992 $2.93 Million
Q3 2024 Nov 05, 2024	BUY	$60.25 - $66.85 $880,192 - $976,611	14,609 Added 30.37%	62,720 $4.14 Million
Q2 2024 Aug 02, 2024	BUY	$59.87 - $64.55 $2.39 Million - $2.57 Million	39,874 Added 484.08%	48,111 $3.01 Million

Q1 2024 May 23, 2024	BUY	$56.8 - $62.88 $467,861 - $517,942	8,237 New	8,237 $515,000

Others Institutions Holding JIRE

# of Institutions

282

Shares Held

110M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
Sector ETFs
Industry ETFs

More about JIRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arq Wealth Advisors, LLC with notifications on news.

Account

Arq Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History