Axis Wealth Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025
Number of Shares
8,458
Previous 7,481 13.06%
Holding current value
$550 Million
Previous $468 Million 17.44%
% of portfolio
0.32%
Previous 0.31%

Shares

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

Oct 24, 2025
BUY
N/A
977 Added 13.06%
8,458 $550 Million
Q2 2025

Jul 15, 2025
BUY
N/A
1,237 Added 19.81%
7,481 $468 Million
Q1 2025

Apr 28, 2025
BUY
N/A
639 Added 11.4%
6,244 $373 Million
Q4 2024

Feb 07, 2025
BUY
N/A
5,605 New
5,605 $348 Million
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