Tradition Wealth Management, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Tradition Wealth Management, LLC
- $1.21 Billion
- Q3 2025
A detailed history of Tradition Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 234,736 shares of JIRE stock, worth $17.6 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
234,736
Previous 214,776
9.29%
Holding current value
$17.6 Million
Previous $15.2 Million
13.57%
% of portfolio
1.43%
Previous 1.34%
Shares
5 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
-
Sagespring Wealth Partners, LLC Franklin, TN1.63MShares$122 Million1.89% of portfolio