Number of Shares
88,527.00
Current Holdings Value*
$5.64 Mil
% of Portfolio
3.31%
Total Estimate Gain
$805,574.66
% of Total Estimate Gain
14.95%

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

As of 2025-03-31, MN Wealth Advisors, LLC held 88,527.00 shares of JPMorgan International Research Enhanced Equity ETF(JIRE), totaling $5.64 Mil. This investment constitutes 3.31% of their stock portfolio, and MN Wealth Advisors, LLC now holds 0.09% of the outstanding JPMorgan International Research Enhanced Equity ETF(JIRE) stock.

The initial trade took place in 2024Q1. And since then MN Wealth Advisors, LLC has made 5 purchases of JIRE, at an average price of $60.88, for a total of 88,527.00 shares. Based on historical transaction data and JIRE's current price of $69.98, MN Wealth Advisors, LLC's estimated gain on his JIRE holdings is $805,574.66, reflecting a 14.95% gain to date.

MN Wealth Advisors, LLC JIRE ($69.98) Holding Chart

MN Wealth Advisors, LLC JIRE ($69.98) 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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