Elk River Wealth Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Elk River Wealth Management, LLC

$522 Million
Q1 2025

A detailed history of Elk River Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 365,172 shares of JIRE stock, worth $22.9 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares

365,172

Previous 343,248 6.39%

Holding current value

$22.9 Million

Previous $20.1 Million 17.1%

% of portfolio

4.51%

Previous 3.71%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$58.04 - $65.84 $1.27 Million - $1.44 Million	21,924 Added 6.39%	365,172 $23.5 Million
Q4 2024 Feb 03, 2025	BUY	$58.46 - $65.6 $1.13 Million - $1.26 Million	19,264 Added 5.95%	343,248 $20.1 Million
Q3 2024 Oct 11, 2024	BUY	$60.25 - $66.85 $1.04 Million - $1.16 Million	17,319 Added 5.65%	323,984 $21.4 Million
Q2 2024 Jul 31, 2024	BUY	$59.87 - $64.55 $1.23 Million - $1.33 Million	20,624 Added 7.21%	306,665 $19.2 Million
Q1 2024 Apr 15, 2024	BUY	$56.8 - $62.88 $16.2 Million - $18 Million	286,041 New	286,041 $17.9 Million

Others Institutions Holding JIRE

# of Institutions

186

Shares Held

90.3M

Call Options Held

100

Put Options Held

900

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 Elk River Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elk River Wealth Management, LLC with notifications on news.

Account

Elk River Wealth Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History