Strategic Financial Concepts, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025
Number of Shares
72,039
Previous 55,483 29.84%
Holding current value
$4.65 Billion
Previous $3.48 Billion 33.75%
% of portfolio
0.68%
Previous 0.49%

Shares

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

Nov 12, 2025
BUY
N/A
16,556 Added 29.84%
72,039 $4.65 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
14,015 Added 33.8%
55,483 $3.48 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
7,423 Added 21.8%
41,468 $2.47 Billion
Q4 2024

Jan 30, 2025
SELL
N/A
-1,995,630 Reduced 98.32%
34,045 $2.11 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
2,010,101 Added 10269.24%
2,029,675 $2.11 Billion
Q3 2024

Nov 12, 2024
SELL
N/A
-982,258 Reduced 98.05%
19,574 $1.2 Billion
Q2 2024

Aug 06, 2024
BUY
N/A
993,855 Added 12459.01%
1,001,832 $17.1 Million
Q1 2024

Apr 22, 2024
BUY
N/A
7,977 New
7,977 $446 Million
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