Balance Wealth, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Balance Wealth, LLC

  • $171 Billion
  • Q2 2025
Number of Shares
326,863
Previous 160,467 103.69%
Holding current value
$22.9 Billion
Previous $10.2 Billion 124.43%
% of portfolio
13.42%
Previous 6.64%

Shares

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

Aug 13, 2025
BUY
N/A
166,396 Added 103.69%
326,863 $22.9 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
160,467 New
160,467 $10.2 Billion
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