Cary Street Partners Financial LLC JPMORGAN EQUITY FOCUS ETF Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Number of Shares
49,536
Previous 48,642 1.84%
Holding current value
$3.47 Billion
Previous $3.1 Billion 12.2%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Aug 13, 2025
BUY
N/A
894 Added 1.84%
49,536 $3.47 Billion
Q1 2025

May 09, 2025
SELL
N/A
-2,162 Reduced 4.26%
48,642 $3.1 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
50,804 New
50,804 $3.41 Billion
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