Dynasty Wealth Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025
Number of Shares
6,686
Previous 593,021 98.87%
Holding current value
$435 Million
Previous $37.1 Billion 98.83%
% of portfolio
0.01%
Previous 0.63%

Shares

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

Oct 29, 2025
SELL
N/A
-586,335 Reduced 98.87%
6,686 $435 Million
Q2 2025

Aug 05, 2025
SELL
N/A
-41,963 Reduced 6.61%
593,021 $37.1 Billion
Q1 2025

May 02, 2025
SELL
N/A
-390,647 Reduced 38.09%
634,984 $37.9 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
1,025,631 New
1,025,631 $63.6 Billion
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