5 T Wealth, LLC J P MORGAN EXCHANGE TRADED F Transaction History

5 T Wealth, LLC

  • $250 Billion
  • Q4 2025
Number of Shares
31,052
Previous 23,965 29.57%
Holding current value
$2.1 Billion
Previous $1.62 Billion 29.38%
% of portfolio
0.84%
Previous 0.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
N/A
7,087 Added 29.57%
31,052 $2.1 Billion
Q3 2025

Oct 17, 2025
BUY
N/A
6,047 Added 33.75%
23,965 $1.62 Billion
Q2 2025

Aug 05, 2025
SELL
N/A
-9,739 Reduced 35.21%
17,918 $1.15 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
1,756 Added 6.78%
27,657 $1.63 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
25,901 New
25,901 $1.56 Billion
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