Convergence Financial, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Convergence Financial, LLC

  • $666 Billion
  • Q3 2025
Number of Shares
31,525
Previous 30,652 2.85%
Holding current value
$2.05 Billion
Previous $1.92 Billion 6.83%
% of portfolio
0.31%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
873 Added 2.85%
31,525 $2.05 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
2,520 Added 8.96%
30,652 $1.92 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
1,061 Added 3.92%
28,132 $1.68 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
2,027 Added 8.09%
27,071 $1.68 Billion
Q3 2024

Oct 23, 2024
BUY
N/A
6,493 Added 35.0%
25,044 $1.53 Billion
Q2 2024

Oct 23, 2024
BUY
N/A
18,551 New
18,551 $1.09 Billion
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