A detailed history of Geo Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Geo Wealth Management, LLC holds 9,262 shares of JAVA stock, worth $612,310. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,262
Previous 7,649 21.09%
Holding current value
$612,310
Previous $453,000 30.91%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$58.75 - $64.07 $94,763 - $103,344
1,613 Added 21.09%
9,262 $593,000
Q2 2024

Aug 12, 2024

SELL
$56.88 - $60.48 $3,185 - $3,386
-56 Reduced 0.73%
7,649 $453,000
Q1 2024

May 15, 2024

SELL
$54.39 - $59.89 $419,074 - $461,452
-7,705 Closed
0 $0
Q1 2024

May 15, 2024

SELL
$54.39 - $59.89 $290,496 - $319,872
-5,341 Reduced 40.94%
7,705 $461,000
Q4 2023

Feb 13, 2024

SELL
$48.63 - $55.81 $116,809 - $134,055
-2,402 Reduced 15.55%
13,046 $725,000
Q3 2023

Nov 13, 2023

BUY
$51.26 - $55.09 $48,081 - $51,674
938 Added 6.46%
15,448 $791,000
Q2 2023

Aug 10, 2023

BUY
$50.18 - $53.15 $728,111 - $771,206
14,510 New
14,510 $771,000

Others Institutions Holding JAVA

About JP MORGAN ETF FD TR ACTIVE VAL


  • Ticker JAVA
  • Sector ETFs
  • Industry ETFs
More about JAVA
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