Goal Vest Advisory LLC J P Morgan Exchg Traded Fd Tr Transaction History
Goal Vest Advisory LLC
- $488 Million
- Q4 2025
A detailed history of Goal Vest Advisory LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 528 shares of JIRE stock, worth $39,605. This represents 0.01% of its overall portfolio holdings.
Number of Shares
528
Previous 625
15.52%
Holding current value
$39,605
Previous $45,000
13.33%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding JIRE
# of Institutions
283Shares 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