Atria Wealth Solutions, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 33,292 shares of JAVA stock, worth $2.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

33,292

Previous 22,017 51.21%

Holding current value

$2.05 Million

Previous $1.39 Million 51.83%

% of portfolio

0.03%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$61.9 - $66.89 $697,922 - $754,184	11,275 Added 51.21%	33,292 $2.12 Million
Q4 2024 Jan 31, 2025	BUY	$63.01 - $68.55 $251,724 - $273,857	3,995 Added 22.17%	22,017 $1.39 Million
Q3 2024 Nov 08, 2024	BUY	$58.75 - $64.07 $28,200 - $30,753	480 Added 2.74%	18,022 $1.15 Million
Q2 2024 Jul 22, 2024	SELL	$56.88 - $60.48 $8,702 - $9,253	-153 Reduced 0.86%	17,542 $1.04 Million
Q1 2024 May 13, 2024	SELL	$54.39 - $59.89 $5,439 - $5,989	-100 Reduced 0.56%	17,695 $1.06 Million
Q4 2023 Feb 02, 2024	BUY	$48.63 - $55.81 $186,933 - $214,533	3,844 Added 27.55%	17,795 $989,000
Q3 2023 Nov 08, 2023	BUY	$51.26 - $55.09 $32,293 - $34,706	630 Added 4.73%	13,951 $715,000
Q2 2023 Aug 03, 2023	BUY	$50.18 - $53.15 $357,833 - $379,012	7,131 Added 115.2%	13,321 $708,000
Q1 2023 Aug 22, 2023	SELL	$49.25 - $54.28 $62,892 - $69,315	-1,277 Reduced 9.59%	12,044 $620,000
Q1 2023 Jun 14, 2023	SELL	$49.25 - $54.28 $288,309 - $317,755	-5,854 Reduced 48.61%	6,190 $318,000
Q1 2023 May 10, 2023	BUY	$49.25 - $54.28 $288,309 - $317,755	5,854 Added 94.57%	12,044 $620,000
Q4 2022 Aug 30, 2023	SELL	$46.42 - $53.81 $331,021 - $383,719	-7,131 Reduced 53.53%	6,190 $317,000
Q4 2022 Feb 13, 2023	BUY	$46.42 - $53.81 $287,339 - $333,083	6,190 New	6,190 $317,000

Others Institutions Holding JAVA

# of Institutions

223

Shares Held

50.1M

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

More about JAVA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History