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

Dynasty Wealth Management, LLC

$7.49 Trillion
Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,761,884 shares of JAVA stock, worth $262 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

3,761,884

Previous 2,983,626 26.08%

Holding current value

$262 Million

Previous $195 Billion 32.74%

% of portfolio

3.46%

Previous 3.33%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$64.75 - $69.05 $50.4 Million - $53.7 Million	778,258 Added 26.08%	3,761,884 $259 Billion
Q2 2025 Aug 05, 2025	SELL	$56.84 - $65.5 $6.36 Million - $7.33 Million	-111,979 Reduced 3.62%	2,983,626 $195 Billion
Q1 2025 May 02, 2025	BUY	$61.9 - $66.89 $192 Million - $207 Million	3,095,605 New	3,095,605 $197 Billion

Others Institutions Holding JAVA

# of Institutions

247

Shares Held

60.8M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

More about JAVA

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