Bcgm Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Bcgm Wealth Management, LLC

$297 Million
Q1 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 135,471 shares of JAVA stock, worth $8.77 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares

135,471

Previous 94,821 42.87%

Holding current value

$8.77 Million

Previous $6 Million 43.45%

% of portfolio

2.9%

Previous 2.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$61.9 - $66.89 $2.52 Million - $2.72 Million	40,650 Added 42.87%	135,471 $8.61 Million
Q4 2024 Feb 04, 2025	BUY	$63.01 - $68.55 $475,536 - $517,346	7,547 Added 8.65%	94,821 $6 Million
Q3 2024 Nov 06, 2024	SELL	$58.75 - $64.07 $1,468 - $1,601	-25 Reduced 0.03%	87,274 $5.59 Million
Q2 2024 Jul 30, 2024	BUY	$56.88 - $60.48 $407,715 - $433,520	7,168 Added 8.95%	87,299 $5.17 Million
Q1 2024 May 07, 2024	SELL	$54.39 - $59.89 $865,072 - $952,550	-15,905 Reduced 16.56%	80,131 $4.8 Million
Q4 2023 Feb 08, 2024	BUY	$48.63 - $55.81 $4.67 Million - $5.36 Million	96,036 New	96,036 $5.34 Million

Others Institutions Holding JAVA

# of Institutions

237

Shares Held

51.4M

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

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Bcgm Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History