Us Advisors Wealth Management, LLC JPMORGAN ACTIVE BOND ETF Transaction History

Us Advisors Wealth Management, LLC

  • $290 Million
  • Q3 2025
Number of Shares
36,705
Previous 32,554 12.75%
Holding current value
$1.99 Million
Previous $1.74 Million 13.93%
% of portfolio
0.69%
Previous 0.65%

Shares

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

Nov 12, 2025
BUY
N/A
4,151 Added 12.75%
36,705 $1.99 Million
Q2 2025

Jul 22, 2025
BUY
N/A
3,412 Added 11.71%
32,554 $1.74 Million
Q1 2025

May 06, 2025
BUY
N/A
4,927 Added 20.35%
29,142 $1.56 Million
Q4 2024

Jan 23, 2025
BUY
N/A
1,291 Added 5.63%
24,215 $1.27 Million
Q3 2024

Nov 07, 2024
BUY
N/A
22,924 New
22,924 $1.25 Million
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