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

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 2025
Number of Shares
5,902
Previous 6,982 15.47%
Holding current value
$308 Million
Previous $363 Million 15.09%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 12, 2025
SELL
N/A
-1,080 Reduced 15.47%
5,902 $308 Million
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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