Forthright Family Wealth Advisory LLC J P Morgan Usd Emerging Market Transaction History

Forthright Family Wealth Advisory LLC

  • $140 Million
  • Q3 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in J P Morgan Usd Emerging Market stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 26,933 shares of JPMB stock, worth $1.09 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
26,933
Previous 28,999 7.12%
Holding current value
$1.09 Million
Previous $1.13 Million 3.72%
% of portfolio
0.77%
Previous 0.8%

Shares

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

Nov 04, 2025
SELL
$38.57 - $40.47 $79,685 - $83,611
-2,066 Reduced 7.12%
26,933 $1.09 Million
Q2 2025

Aug 13, 2025
SELL
$36.77 - $38.96 $144,837 - $153,463
-3,939 Reduced 11.96%
28,999 $1.13 Million
Q1 2025

Apr 30, 2025
BUY
$37.79 - $39.03 $11,185 - $11,552
296 Added 0.91%
32,938 $1.27 Million
Q4 2024

Mar 03, 2025
BUY
$38.04 - $40.49 $744,975 - $792,956
19,584 Added 149.98%
32,642 $1.24 Million
Q3 2024

Dec 09, 2024
BUY
$38.32 - $40.67 $500,382 - $531,068
13,058 New
13,058 $517 Million

Others Institutions Holding JPMB

# of Institutions
40
Shares Held
1.14M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN USD EMERGING MARKET

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