Brown Financial Advisors J P MORGAN EXCHANGE TRADED F Transaction History

Brown Financial Advisors

  • $256 Billion
  • Q2 2025
Number of Shares
56,268
Previous 57,673 2.44%
Holding current value
$3.52 Billion
Previous $3.44 Billion 2.3%
% of portfolio
1.37%
Previous 1.42%

Shares

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

Aug 15, 2025
SELL
N/A
-1,405 Reduced 2.44%
56,268 $3.52 Billion
Q1 2025

May 12, 2025
SELL
N/A
-37,167 Reduced 39.19%
57,673 $3.44 Billion
Q4 2024

Feb 04, 2025
SELL
N/A
-34,522 Reduced 26.69%
94,840 $5.88 Billion
Q3 2024

Nov 15, 2024
BUY
N/A
53,369 Added 70.23%
129,362 $7.91 Billion
Q2 2024

Aug 30, 2024
BUY
N/A
75,993 New
75,993 $4.45 Billion
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