Number of Shares
365,172.00
Current Holdings Value*
$23.27 Mil
% of Portfolio
4.36%
Total Estimate Gain
$3.77 Mil
% of Total Estimate Gain
17.09%

Elk River Wealth Management, LLC's JPMorgan International Research Enhanced Equity ETF Holding Summary

As of 2025-03-31, Elk River Wealth Management, LLC held 365,172.00 shares of JPMorgan International Research Enhanced Equity ETF(JIRE), totaling $23.27 Mil. This investment constitutes 4.36% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0.36% of the outstanding JPMorgan International Research Enhanced Equity ETF(JIRE) stock.

The initial trade took place in 2024Q1. And since then Elk River Wealth Management, LLC has made 5 purchases of JIRE, at an average price of $60.46, for a total of 365,172.00 shares. Based on historical transaction data and JIRE's current price of $70.79, Elk River Wealth Management, LLC's estimated gain on his JIRE holdings is $3.77 Mil, reflecting a 17.09% gain to date.

Elk River Wealth Management, LLC JIRE ($70.79) Holding Chart

Elk River Wealth Management, LLC JIRE ($70.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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