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

Fsm Wealth Advisors, LLC

$281 Million
Q1 2024

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 275,604 shares of JAVA stock, worth $16.3 Million. This represents 5.87% of its overall portfolio holdings.

Number of Shares

275,604

Previous 215,466 27.91%

Holding current value

$16.3 Million

Previous $12 Million 37.73%

% of portfolio

5.87%

Previous 5.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$50.4 - $53.81 $2.15 Million - $2.3 Million	42,671 Added 480.96%	51,543 $0
Q3 2022 Oct 24, 2022	BUY	$46.64 - $52.52 $413,790 - $465,957	8,872 New	8,872 $406,000

Others Institutions Holding JAVA

# of Institutions

142

Shares Held

14.3M

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