Northwest Financial Advisors J P MORGAN EXCHANGE TRADED F Transaction History

Northwest Financial Advisors

  • $71.7 Billion
  • Q2 2025
Number of Shares
41,915
Previous 40,531 3.41%
Holding current value
$2.25 Billion
Previous $2.17 Billion 3.55%
% of portfolio
3.13%
Previous 1.8%

Shares

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

Aug 04, 2025
BUY
N/A
1,384 Added 3.41%
41,915 $2.25 Billion
Q1 2025

Apr 11, 2025
BUY
N/A
10,391 Added 34.48%
40,531 $2.17 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
10,213 Added 51.25%
30,140 $1.57 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
9,496 Added 91.04%
19,927 $1.09 Billion
Q2 2024

Jan 27, 2025
SELL
N/A
-19,709 Reduced 65.39%
10,431 $545 Million
Q2 2024

Aug 12, 2024
BUY
N/A
10,431 New
10,431 $545 Million
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