Blue Stem Wealth Partners, LLC JPMORGAN LIMITED DURATION BOND ETF Transaction History

Blue Stem Wealth Partners, LLC

  • $733 Billion
  • Q1 2025
Number of Shares
6,982
Previous 162,210 95.7%
Holding current value
$363 Million
Previous $8.36 Billion 95.66%
% of portfolio
0.05%
Previous 1.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
N/A
-155,228 Reduced 95.7%
6,982 $363 Million
Q4 2024

Feb 05, 2025
BUY
N/A
162,210 New
162,210 $8.36 Billion
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