Cyndeo Wealth Partners, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 63,926 shares of JAVA stock, worth $4.45 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

63,926

Previous 47,273 35.23%

Holding current value

$4.45 Million

Previous $3.26 Million 36.48%

% of portfolio

0.26%

Previous 0.19%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$67.15 - $70.77 $1.12 Million - $1.18 Million	16,653 Added 35.23%	63,926 $4.45 Million
Q3 2025 Oct 10, 2025	BUY	$64.75 - $69.05 $166,083 - $177,113	2,565 Added 5.74%	47,273 $3.26 Million
Q2 2025 Jul 24, 2025	SELL	$56.84 - $65.5 $44,676 - $51,483	-786 Reduced 1.73%	44,708 $2.93 Million
Q1 2025 Apr 17, 2025	BUY	$61.9 - $66.89 $2.82 Million - $3.04 Million	45,494 New	45,494 $2.89 Million

Others Institutions Holding JAVA

# of Institutions

248

Shares Held

61.3M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Jp Morgan ETF Fd Tr Active Val Transaction History