Cary Street Partners Investment Advisory LLC JPMORGAN ACTIVE BOND ETF Transaction History

Cary Street Partners Investment Advisory LLC

  • $207 Billion
  • Q2 2025
Number of Shares
3,506
Previous 4,659 24.75%
Holding current value
$188 Million
Previous $249 Million 24.65%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Aug 13, 2025
SELL
N/A
-1,153 Reduced 24.75%
3,506 $188 Million
Q1 2025

May 09, 2025
SELL
N/A
-273 Reduced 5.54%
4,659 $249 Million
Q4 2024

Feb 14, 2025
BUY
N/A
4,932 New
4,932 $258 Million
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