Beaumont Financial Advisors, LLC JPMORGAN ACTIVE BOND ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025
Number of Shares
13,323
Previous 13,091 1.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 16, 2025
BUY
N/A
232 Added 1.77%
13,323 $0
Q1 2025

May 12, 2025
BUY
N/A
608 Added 4.87%
13,091 $0
Q4 2024

Jan 17, 2025
SELL
N/A
-682 Reduced 5.18%
12,483 $0
Q3 2024

Oct 09, 2024
BUY
N/A
1,364 Added 11.56%
13,165 $0
Q2 2024

Jul 24, 2024
SELL
N/A
-504 Reduced 4.1%
11,801 $0
Q1 2024

May 10, 2024
BUY
N/A
2,673 Added 27.75%
12,305 $0
Q4 2023

Jan 31, 2024
BUY
N/A
9,632 New
9,632 $0
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