Philip James Wealth Mangement, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Philip James Wealth Mangement, LLC

170,465

Previous 166,229 2.55%

$10.2 Billion

Previous $10.3 Billion 1.35%

1.24%

Previous 1.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	N/A	4,236 Added 2.55%	170,465 $10.2 Billion
Q4 2024 Jan 31, 2025	BUY	N/A	1,539 Added 0.93%	166,229 $10.3 Billion
Q3 2024 Oct 31, 2024	BUY	N/A	6,369 Added 4.02%	164,690 $10.1 Billion
Q2 2024 Jul 23, 2024	BUY	N/A	111,789 Added 240.24%	158,321 $9.27 Billion
Q1 2024 Apr 29, 2024	BUY	N/A	40,709 Added 699.11%	46,532 $2.6 Billion
Q4 2023 Jan 29, 2024	BUY	N/A	5,823 New	5,823 $308 Million

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