Balance Wealth, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025
Number of Shares
344,092
Previous 326,863 5.27%
Holding current value
$25.5 Billion
Previous $22.9 Billion 11.2%
% of portfolio
6.3%
Previous 13.42%

Shares

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

Oct 20, 2025
BUY
N/A
17,229 Added 5.27%
344,092 $25.5 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
166,396 Added 103.69%
326,863 $22.9 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
160,467 New
160,467 $10.2 Billion
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