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

Capital Advisors Wealth Management, LLC

$623 Million
Q2 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 3,390 shares of JAVA stock, worth $235,469. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,390

Previous 3,428 1.11%

Holding current value

$235,469

Previous $217,000 2.3%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$56.84 - $65.5 $2,159 - $2,489	-38 Reduced 1.11%	3,390 $222,000
Q1 2025 Apr 24, 2025	SELL	$61.9 - $66.89 $5,818 - $6,287	-94 Reduced 2.67%	3,428 $217,000
Q4 2024 Jan 14, 2025	BUY	$63.01 - $68.55 $882 - $959	14 Added 0.4%	3,522 $222,000
Q3 2024 Oct 15, 2024	BUY	$58.75 - $64.07 $5,816 - $6,342	99 Added 2.9%	3,508 $224,000
Q2 2024 Jul 16, 2024	BUY	$56.88 - $60.48 $853 - $907	15 Added 0.44%	3,409 $202,000
Q1 2024 Apr 12, 2024	BUY	$54.39 - $59.89 $184,599 - $203,266	3,394 New	3,394 $203,000
Q1 2023 Apr 14, 2023	BUY	$49.25 - $54.28 $244,624 - $269,608	4,967 New	4,967 $255,000

Others Institutions Holding JAVA

# of Institutions

246

Shares Held

54.7M

Call Options Held

5.2K

Put Options Held

4.6K

View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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