Leo Wealth, LLC JIRE Holdings History

Number of Shares
198,228.00
Current Holdings Value*
$12.63 Mil
% of Portfolio
1.82%
Total Estimate Gain
$1.63 Mil
% of Total Estimate Gain
7.69%

Leo Wealth, LLC's JPMorgan International Research Enhanced Equity ETF Holding Summary

As of 2025-03-31, Leo Wealth, LLC held 198,228.00 shares of JPMorgan International Research Enhanced Equity ETF(JIRE), totaling $12.63 Mil. This investment constitutes 1.82% of their stock portfolio, and Leo Wealth, LLC now holds 0.19% of the outstanding JPMorgan International Research Enhanced Equity ETF(JIRE) stock.

The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 2 purchases of JIRE, at an average price of $62.32, for a total of 340,076.00 shares. In addition, there have been 2 sales at an average price of $62.54 for 141,848.00 shares. Based on historical transaction data and JIRE's current price of $70.38, Leo Wealth, LLC's estimated gain on his JIRE holdings is $1.63 Mil, reflecting a 7.69% gain to date.

Leo Wealth, LLC JIRE ($70.38) Holding Chart

Leo Wealth, LLC JIRE ($70.38) 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 %

Top Ranked Articles

  • 1