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

Fsm Wealth Advisors, LLC

$443 Million
Q1 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 368,658 shares of JAVA stock, worth $24.7 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares

368,658

Previous 358,265 2.9%

Holding current value

$24.7 Million

Previous $22.7 Million 3.32%

% of portfolio

5.29%

Previous 5.6%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$61.9 - $66.89 $643,326 - $695,187	10,393 Added 2.9%	368,658 $23.4 Million
Q4 2024 Jan 24, 2025	BUY	$63.01 - $68.55 $1.74 Million - $1.9 Million	27,668 Added 8.37%	358,265 $22.7 Million
Q3 2024 Oct 30, 2024	BUY	$58.75 - $64.07 $2.11 Million - $2.3 Million	35,956 Added 12.2%	330,597 $21.2 Million
Q2 2024 Jul 12, 2024	BUY	$56.88 - $60.48 $1.08 Million - $1.15 Million	19,037 Added 6.91%	294,641 $17.5 Million
Q1 2024 May 14, 2024	BUY	$54.39 - $59.89 $3.27 Million - $3.6 Million	60,138 Added 27.91%	275,604 $16.5 Million
Q4 2023 May 14, 2024	BUY	$48.63 - $55.81 $1.04 Million - $1.19 Million	21,333 Added 10.99%	215,466 $12 Million
Q3 2023 Nov 14, 2023	BUY	$51.26 - $55.09 $2.61 Million - $2.8 Million	50,895 Added 35.53%	194,133 $9.95 Million
Q2 2023 Jul 12, 2023	BUY	$50.18 - $53.15 $2.84 Million - $3.01 Million	56,558 Added 65.25%	143,238 $7.61 Million
Q1 2023 Apr 24, 2023	BUY	$49.25 - $54.28 $1.73 Million - $1.91 Million	35,137 Added 68.17%	86,680 $4.46 Million
Q4 2022 Jan 19, 2023	BUY	$46.42 - $53.81 $1.98 Million - $2.3 Million	42,671 Added 480.96%	51,543 $0
Q3 2022 Oct 24, 2022	BUY	$45.77 - $52.52 $406,071 - $465,957	8,872 New	8,872 $406,000

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

Ticker JAVA
Sector ETFs
Industry ETFs

More about JAVA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Account

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