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

Guided Capital Wealth Management, LLC

  • $117 Billion
  • Q3 2025
Number of Shares
133,545
Previous 128,188 4.18%
Holding current value
$7.23 Billion
Previous $6.87 Billion 5.29%
% of portfolio
6.2%
Previous 5.29%

Shares

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

Oct 08, 2025
BUY
N/A
5,357 Added 4.18%
133,545 $7.23 Billion
Q2 2025

Jul 10, 2025
SELL
N/A
-4,907 Reduced 3.69%
128,188 $6.87 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
133,095 New
133,095 $7.12 Billion
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