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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$69.02 - $73.57 $28.8 Million - $30.7 Million
417,804 Added 39.52%
1,475,057 $108 Billion
Q2 2025

Aug 05, 2025

SELL
$56.88 - $70.77 $7 Million - $8.71 Million
-123,007 Reduced 10.42%
1,057,253 $74.8 Billion
Q1 2025

May 02, 2025

BUY
$58.04 - $65.84 $68.5 Million - $77.7 Million
1,180,260 New
1,180,260 $75.2 Billion

Others Institutions Holding JIRE

About J P MORGAN EXCHG-TRADED FD TR


  • Ticker JIRE
  • Sector ETFs
  • Industry ETFs
More about JIRE
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.