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

Dynasty Wealth Management, LLC

  • $5.87 Trillion
  • Q2 2025
Number of Shares
593,021
Previous 634,984 6.61%
Holding current value
$37.1 Billion
Previous $37.9 Billion 2.07%
% of portfolio
0.63%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
N/A
-41,963 Reduced 6.61%
593,021 $37.1 Billion
Q1 2025

May 02, 2025
SELL
N/A
-390,647 Reduced 38.09%
634,984 $37.9 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
1,025,631 New
1,025,631 $63.6 Billion
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email