Sage View Advisory Group, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Number of Shares
10,720
Previous 7,760 38.14%
Holding current value
$697 Million
Previous $492 Million 41.52%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
2,960 Added 38.14%
10,720 $697 Million
Q2 2025

Aug 13, 2025
BUY
N/A
7,760 New
7,760 $492 Million
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