Ulland Investment Advisors, LLC J.P. Morgan U.S. Tech Leaders ETF Transaction History

Ulland Investment Advisors, LLC

  • $133 Million
  • Q3 2025
Number of Shares
22,373
Previous 22,328 0.2%
Holding current value
$2.06 Million
Previous $1.89 Million 9.12%
% of portfolio
1.55%
Previous 1.44%

Shares

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

Nov 13, 2025
BUY
N/A
45 Added 0.2%
22,373 $2.06 Million
Q2 2025

Jul 24, 2025
SELL
N/A
-587 Reduced 2.56%
22,328 $1.89 Million
Q1 2025

Apr 15, 2025
BUY
N/A
1,859 Added 8.83%
22,915 $1.54 Million
Q4 2024

Jan 16, 2025
BUY
N/A
1,692 Added 8.74%
21,056 $1.59 Million
Q3 2024

Oct 15, 2024
SELL
N/A
-1,498 Reduced 7.18%
19,364 $1.33 Million
Q2 2024

Jul 16, 2024
BUY
N/A
136 Added 0.66%
20,862 $1.45 Million
Q1 2024

Apr 25, 2024
BUY
N/A
20,726 New
20,726 $1.37 Million
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