Intellus Advisors LLC JPMORGAN LIMITED DURATION BOND ETF Transaction History

Intellus Advisors LLC

  • $731 Billion
  • Q3 2025
Number of Shares
209,349
Previous 201,974 3.65%
Holding current value
$11 Billion
Previous $10.5 Billion 4.14%
% of portfolio
1.5%
Previous 1.57%

Shares

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

Nov 12, 2025
BUY
N/A
7,375 Added 3.65%
209,349 $11 Billion
Q2 2025

Aug 12, 2025
BUY
N/A
3,192 Added 1.61%
201,974 $10.5 Billion
Q1 2025

May 07, 2025
BUY
N/A
6,589 Added 3.43%
198,782 $10.3 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
192,193 New
192,193 $9.9 Billion
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