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

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025
Number of Shares
8,702
Previous 15,231 42.87%
Holding current value
$566 Million
Previous $911 Million 37.88%
% of portfolio
0.56%
Previous 1.04%

Shares

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

Oct 29, 2025
SELL
N/A
-6,529 Reduced 42.87%
8,702 $566 Million
Q1 2025

Apr 17, 2025
BUY
N/A
3,385 Added 28.58%
15,231 $909 Million
Q4 2024

Feb 04, 2025
BUY
N/A
11,846 New
11,846 $735 Million
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