Arq Wealth Advisors, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Arq Wealth Advisors, LLC

$263 Million
Q1 2025

A detailed history of Arq Wealth Advisors, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 156,817 shares of JAVA stock, worth $9.87 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares

156,817

Previous 150,663 4.08%

Holding current value

$9.87 Million

Previous $9.53 Million 4.52%

% of portfolio

3.79%

Previous 3.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$61.9 - $66.89 $380,932 - $411,641	6,154 Added 4.08%	156,817 $9.96 Million
Q4 2024 Feb 19, 2025	SELL	$63.01 - $68.55 $52,550 - $57,170	-834 Reduced 0.55%	150,663 $9.53 Million
Q3 2024 Nov 05, 2024	BUY	$58.75 - $64.07 $692,486 - $755,193	11,787 Added 8.44%	151,497 $9.71 Million
Q2 2024 Aug 02, 2024	BUY	$56.88 - $60.48 $1.32 Million - $1.4 Million	23,131 Added 19.84%	139,710 $8.28 Million
Q1 2024 May 23, 2024	BUY	$54.39 - $59.89 $453,123 - $498,943	8,331 Added 7.7%	116,579 $6.98 Million
Q4 2023 Feb 26, 2024	BUY	$48.63 - $55.81 $2.95 Million - $3.39 Million	60,654 Added 127.44%	108,248 $6.02 Million
Q3 2023 Nov 30, 2023	BUY	$51.26 - $55.09 $2.44 Million - $2.62 Million	47,594 New	47,594 $2.44 Million

Others Institutions Holding JAVA

# of Institutions

225

Shares Held

50.5M

Call Options Held

10.4K

Put Options Held

1.4K

View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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Arq Wealth Advisors, LLC Jp Morgan ETF Fd Tr Active Val Transaction History