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JIREJIRE
6 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Dynasty Wealth Management, LLC holds 1.6M shares of JIRE (J P MORGAN EXCHANGE TRADED F), worth $132.5M as of 2026-Q2. The position was increased (+10.3% shares). JIRE represents 1.0% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$132.5M

Current Shares

1.6M

Total Value Change

+$57.3M

Total Shares Change

+426,248

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+10.3%
$132.5M1.0%$82.49
47
2026-Q1
Decreased
1.5M
-9.9%
$110.3M1.0%$78.28
0
2025-Q4
Increased
1.6M
+9.6%
$121M1.2%$75.33
52
2025-Q3
Increased
1.5M
+39.5%
$108.5M1.4%$70.99
63
2025-Q2
Decreased
1.1M
-10.4%
$74.8M1.3%$68.68
0
2025-Q1
New
1.2M
-
$75.2M1.3%$62.52
68

Other major holders of JIRE: JPMORGAN CHASE & CO

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