5 T Wealth, LLC J P MORGAN EXCHANGE TRADED F Transaction History

5 T Wealth, LLC

  • $229 Billion
  • Q3 2025
Number of Shares
23,965
Previous 17,918 33.75%
Holding current value
$1.62 Billion
Previous $1.15 Billion 40.88%
% of portfolio
0.71%
Previous 0.55%

Shares

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

Oct 17, 2025
BUY
N/A
6,047 Added 33.75%
23,965 $1.62 Billion
Q2 2025

Aug 05, 2025
SELL
N/A
-9,739 Reduced 35.21%
17,918 $1.15 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
1,756 Added 6.78%
27,657 $1.63 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
25,901 New
25,901 $1.56 Billion
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