Bellevue Asset Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Bellevue Asset Management, LLC

$208 Million
Q4 2025

A detailed history of Bellevue Asset Management, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 74,581 shares of JIRE stock, worth $5.59 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares

74,581

Previous 71,963 3.64%

Holding current value

$5.59 Million

Previous $5.29 Million 5.71%

% of portfolio

2.68%

Previous 2.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$72.75 - $76.17 $190,459 - $199,413	2,618 Added 3.64%	74,581 $5.59 Million
Q3 2025 Nov 04, 2025	BUY	$69.02 - $73.57 $766,052 - $816,553	11,099 Added 18.24%	71,963 $5.29 Million
Q2 2025 Jul 23, 2025	SELL	$56.88 - $70.77 $40,839 - $50,812	-718 Reduced 1.17%	60,864 $4.31 Million
Q1 2025 Apr 28, 2025	SELL	$58.04 - $65.84 $404,364 - $458,707	-6,967 Reduced 10.16%	61,582 $3.92 Million
Q4 2024 Feb 06, 2025	BUY	$58.46 - $65.6 $70,678 - $79,310	1,209 Added 1.8%	68,549 $4.01 Million

Q3 2024 Oct 25, 2024	BUY	$60.25 - $66.85 $7,169 - $7,955	119 Added 0.18%	67,340 $4.45 Million
Q2 2024 Jul 31, 2024	BUY	$59.87 - $64.55 $17,062 - $18,396	285 Added 0.43%	67,221 $4.21 Million
Q1 2024 Apr 26, 2024	BUY	$56.8 - $62.88 $380,730 - $421,484	6,703 Added 11.13%	66,936 $4.19 Million
Q4 2023 Feb 06, 2024	BUY	$52.16 - $59.25 $3.14 Million - $3.57 Million	60,233 New	60,233 $3.52 Million

Others Institutions Holding JIRE

# of Institutions

287

Shares Held

113M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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Bellevue Asset Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History