Fma Wealth Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Fma Wealth Management, LLC

  • $146 Billion
  • Q3 2025
Number of Shares
236,751
Previous 232,824 1.69%
Holding current value
$12.4 Billion
Previous $12.2 Billion 2.16%
% of portfolio
8.53%
Previous 9.0%

Shares

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

Nov 14, 2025
BUY
N/A
3,927 Added 1.69%
236,751 $12.4 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
2,525 Added 1.1%
232,824 $12.2 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
361 Added 0.16%
230,299 $12 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
2,040 Added 0.9%
229,938 $11.8 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
227,898 New
227,898 $11.9 Billion
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