Twin Peaks Wealth Advisors, LLC JPMORGAN ACTIVE BOND ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025
Number of Shares
9,836
Previous 8,890 10.64%
Holding current value
$526 Million
Previous $470 Million 11.96%
% of portfolio
0.17%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
946 Added 10.64%
9,836 $526 Million
Q1 2025

Apr 16, 2025
BUY
N/A
1,675 Added 23.22%
8,890 $470 Million
Q4 2024

Feb 04, 2025
BUY
N/A
7,215 New
7,215 $377 Million
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