Cgc Financial Services, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Cgc Financial Services, LLC

  • $296 Billion
  • Q2 2025
Number of Shares
1,071,012
Previous 1,055,367 1.48%
Holding current value
$67 Billion
Previous $63 Billion 6.41%
% of portfolio
22.63%
Previous 24.9%

Shares

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

Jul 28, 2025
BUY
N/A
15,645 Added 1.48%
1,071,012 $67 Billion
Q1 2025

Apr 14, 2025
BUY
N/A
16,657 Added 1.6%
1,055,367 $63 Billion
Q4 2024

Jan 24, 2025
SELL
N/A
-6,538 Reduced 0.63%
1,038,710 $64.4 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
15,289 Added 1.48%
1,045,248 $63.9 Billion
Q2 2024

Jul 17, 2024
BUY
N/A
478,565 Added 86.79%
1,029,959 $60.3 Billion
Q1 2024

Apr 22, 2024
BUY
N/A
16,367 Added 3.06%
551,394 $30.9 Billion
Q4 2023

Jan 12, 2024
BUY
N/A
535,027 New
535,027 $28.3 Billion
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