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

Dynasty Wealth Management, LLC

$5.87 Trillion
Q2 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 2,983,626 shares of JAVA stock, worth $205 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

2,983,626

Previous 3,095,605 3.62%

Holding current value

$205 Million

Previous $197 Billion 0.64%

% of portfolio

3.33%

Previous 3.28%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

245

Shares Held

54.7M

Call Options Held

5.2K

Put Options Held

4.6K

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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