Gradient Investments LLC J P MORGAN EXCHANGE TRADED F Transaction History

Gradient Investments LLC

  • $4.99 Billion
  • Q4 2025
Number of Shares
233,843
Previous 801,619 70.83%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
SELL
N/A
-567,776 Reduced 70.83%
233,843 $0
Q3 2025

Oct 06, 2025
BUY
N/A
15,128 Added 1.92%
801,619 $0
Q2 2025

Jul 08, 2025
BUY
N/A
3,831 Added 0.49%
786,491 $0
Q1 2025

Apr 09, 2025
SELL
N/A
-401,501 Reduced 33.91%
782,660 $0
Q4 2024

Jan 21, 2025
SELL
N/A
-444,444 Reduced 27.29%
1,184,161 $0
Q3 2024

Oct 15, 2024
BUY
N/A
456,050 Added 38.89%
1,628,605 $0
Q2 2024

Jul 18, 2024
BUY
N/A
389,405 Added 49.72%
1,172,555 $0
Q1 2024

Apr 23, 2024
SELL
N/A
-23,642 Reduced 2.93%
783,150 $0
Q4 2023

Jan 18, 2024
BUY
N/A
806,792 New
806,792 $0
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