Brown Financial Advisors J P MORGAN EXCHANGE TRADED F Transaction History

Brown Financial Advisors

  • $243 Billion
  • Q1 2025
Number of Shares
57,673
Previous 94,840 39.19%
Holding current value
$3.44 Billion
Previous $5.88 Billion 41.5%
% of portfolio
1.42%
Previous 2.36%

Shares

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

May 12, 2025
SELL
N/A
-37,167 Reduced 39.19%
57,673 $3.44 Billion
Q4 2024

Feb 04, 2025
SELL
N/A
-34,522 Reduced 26.69%
94,840 $5.88 Billion
Q3 2024

Nov 15, 2024
BUY
N/A
53,369 Added 70.23%
129,362 $7.91 Billion
Q2 2024

Aug 30, 2024
BUY
N/A
75,993 New
75,993 $4.45 Billion
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