Goldstone Financial Group, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Goldstone Financial Group, LLC

  • $845 Billion
  • Q3 2025
Number of Shares
178,633
Previous 154,474 15.64%
Holding current value
$9.67 Billion
Previous $8.21 Billion 17.79%
% of portfolio
1.14%
Previous 1.08%

Shares

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

Oct 17, 2025
BUY
N/A
24,159 Added 15.64%
178,633 $9.67 Billion
Q2 2025

Jul 08, 2025
SELL
N/A
-117,553 Reduced 43.21%
154,474 $8.21 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
24,628 Added 9.95%
272,027 $14.6 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
247,399 New
247,399 $12.9 Billion
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