Dynasty Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Dynasty Wealth Management, LLC
- $5.87 Trillion
- Q2 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,983,626 shares of JAVA stock, worth $195 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
2,983,626
Previous 3,095,605
3.62%
Holding current value
$195 Million
Previous $197 Billion
0.64%
% of portfolio
3.33%
Previous 3.28%
Shares
2 transactions
Others Institutions Holding JAVA
# of Institutions
237Shares Held
52.1MCall Options Held
10.4KPut Options Held
1.4K-
Jpmorgan Chase & CO New York, NY13.4MShares$879 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.88MShares$254 Million0.1% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN3.07MShares$201 Million4.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.16MShares$142 Million0.04% of portfolio
-
Janney Montgomery Scott LLC1.48MShares$96.7 Million0.25% of portfolio