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

Sk Wealth Management, LLC

  • $268 Billion
  • Q3 2025
Number of Shares
178,505
Previous 239,643 25.51%
Holding current value
$11.6 Billion
Previous $15.1 Billion 23.06%
% of portfolio
4.33%
Previous 6.54%

Shares

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

Oct 10, 2025
SELL
N/A
-61,138 Reduced 25.51%
178,505 $11.6 Billion
Q2 2025

Jul 10, 2025
SELL
N/A
-9,641 Reduced 3.87%
239,643 $15.1 Billion
Q1 2025

Apr 22, 2025
SELL
N/A
-28,410 Reduced 10.23%
249,284 $14.4 Billion
Q4 2024

Mar 03, 2025
BUY
N/A
10,630 Added 3.98%
277,694 $17.2 Billion
Q3 2024

Dec 30, 2024
BUY
N/A
267,064 New
267,064 $16.7 Billion
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