SAX WEALTH ADVISORS, LLC JIRE Holdings History
SAX WEALTH ADVISORS, LLC's JPMorgan International Research Enhanced Equity ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 154,891.00 shares of JPMorgan International Research Enhanced Equity ETF(JIRE), totaling $9.87 Mil. This investment constitutes 0.71% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.15% of the outstanding JPMorgan International Research Enhanced Equity ETF(JIRE) stock.
The initial trade took place in 2024Q4. And since then SAX WEALTH ADVISORS, LLC has made 2 purchases of JIRE, at an average price of $62.50, for a total of 154,891.00 shares. Based on historical transaction data and JIRE's current price of $70.38, SAX WEALTH ADVISORS, LLC's estimated gain on his JIRE holdings is $1.22 Mil, reflecting a 12.61% gain to date.
SAX WEALTH ADVISORS, LLC JIRE ($70.38) Holding Chart
SAX WEALTH ADVISORS, 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 % | |||
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