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

Capital Advisors Wealth Management, LLC

  • $560 Million
  • Q1 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 3,428 shares of JAVA stock, worth $229,710. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,428
Previous 3,522 2.67%
Holding current value
$229,710
Previous $222,000 2.25%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
233
Shares Held
50.9M
Call Options Held
10.4K
Put Options Held
1.4K
View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

JAVA Quotes by TradingView
  • Ticker JAVA
  • Sector ETFs
  • Industry ETFs
More about JAVA
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