Dynasty Wealth Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,475,057 shares of JIRE stock, worth $111 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
1,475,057
Previous 1,057,253
39.52%
Holding current value
$111 Million
Previous $74.8 Billion
44.98%
% of portfolio
1.45%
Previous 1.27%
Shares
3 transactions
Others Institutions Holding JIRE
# of Institutions
282Shares Held
110MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY61.3MShares$4.6 Billion0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$432 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.73MShares$205 Million0.06% of portfolio
-
Janney Montgomery Scott LLC1.73MShares$130 Million0.3% of portfolio
-
Bogart Wealth, LLC1.63MShares$122 Million4.89% of portfolio