Milestone Asset Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025
Number of Shares
26,658
Previous 19,200 38.84%
Holding current value
$1.73 Billion
Previous $1.2 Billion 44.21%
% of portfolio
0.33%
Previous 0.25%

Shares

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

Oct 15, 2025
BUY
N/A
7,458 Added 38.84%
26,658 $1.73 Billion
Q2 2025

Aug 05, 2025
SELL
N/A
-27,031 Reduced 58.47%
19,200 $1.2 Billion
Q1 2025

Apr 09, 2025
BUY
N/A
46,231 New
46,231 $2.76 Billion
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