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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
12,829
Previous 12,992 1.25%
Holding current value
$834 Million
Previous $0 Infinity%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
N/A
-163 Reduced 1.25%
12,829 $834 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-230,638 Reduced 94.67%
12,992 $0
Q1 2025

May 30, 2025
BUY
N/A
470 Added 0.19%
243,630 $0
Q1 2025

May 15, 2025
BUY
N/A
5,021 Added 2.11%
243,160 $14.5 Billion
Q4 2024

May 30, 2025
SELL
N/A
-3,957 Reduced 1.63%
239,203 $0
Q4 2024

May 29, 2025
SELL
N/A
-3,957 Reduced 1.63%
239,203 $0
Q4 2024

Feb 11, 2025
BUY
N/A
238,139 New
238,139 $15 Billion
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