Commonwealth Equity Services, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Number of Shares
487,379
Previous 413,463 17.88%
Holding current value
$31 Million
Previous $27.7 Million 11.82%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 09, 2025
BUY
N/A
73,916 Added 17.88%
487,379 $31 Million
Q4 2024

Feb 10, 2025
BUY
N/A
64,067 Added 18.34%
413,463 $27.7 Million
Q3 2024

Oct 18, 2024
BUY
N/A
171,819 Added 96.76%
349,396 $22.9 Million
Q2 2024

Jul 31, 2024
BUY
N/A
138,982 Added 360.1%
177,577 $11.1 Million
Q1 2024

Apr 29, 2024
SELL
N/A
-2,812 Reduced 6.79%
38,595 $2.31 Million
Q4 2023

Feb 06, 2024
SELL
N/A
-931 Reduced 2.2%
41,407 $2.18 Million
Q3 2023

Oct 23, 2023
BUY
N/A
42,338 New
42,338 $2.01 Million
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