Beaumont Financial Advisors, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 16,765 shares of JAVA stock, worth $1.07 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

16,765

Previous 17,725 5.42%

Holding current value

$1.07 Million

Previous $1.05 Million 2.29%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$58.75 - $64.07 $56,400 - $61,507	-960 Reduced 5.42%	16,765 $1.07 Million
Q2 2024 Jul 24, 2024	SELL	$56.88 - $60.48 $42,432 - $45,118	-746 Reduced 4.04%	17,725 $1.05 Million
Q1 2024 May 10, 2024	BUY	$54.39 - $59.89 $2,229 - $2,455	41 Added 0.22%	18,471 $1.11 Million
Q4 2023 Jan 31, 2024	BUY	$48.63 - $55.81 $126,438 - $145,106	2,600 Added 16.42%	18,430 $1.03 Million
Q3 2023 Nov 01, 2023	BUY	$51.26 - $55.09 $221,545 - $238,098	4,322 Added 37.56%	15,830 $811,000
Q2 2023 Aug 02, 2023	SELL	$50.18 - $53.15 $155,658 - $164,871	-3,102 Reduced 21.23%	11,508 $611,000
Q1 2023 May 08, 2023	SELL	$49.25 - $54.28 $14 Million - $15.4 Million	-284,551 Reduced 95.12%	14,610 $752,000
Q4 2022 Jan 25, 2023	BUY	$46.42 - $53.81 $13.9 Million - $16.1 Million	299,161 New	299,161 $0

Others Institutions Holding JAVA

# of Institutions

159

Shares Held

17.8M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Jp Morgan ETF Fd Tr Active Val Transaction History