Whipplewood Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 3,337 shares of JIRE stock, worth $250,308. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,337
Previous 3,345
0.24%
Holding current value
$250,308
Previous $237 Million
3.67%
% of portfolio
0.16%
Previous 0.13%
Shares
4 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