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

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,403 shares of JAVA stock, worth $275,275. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,403

Previous 15,815 72.16%

Holding current value

$275,275

Previous $1.01 Million 72.56%

% of portfolio

0.01%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$63.01 - $68.55 $719,070 - $782,292	-11,412 Reduced 72.16%	4,403 $278,000
Q3 2024 Nov 14, 2024	BUY	$58.75 - $64.07 $61,041 - $66,568	1,039 Added 7.03%	15,815 $1.01 Million
Q2 2024 Aug 14, 2024	SELL	$56.88 - $60.48 $541,326 - $575,588	-9,517 Reduced 39.18%	14,776 $875,000
Q1 2024 May 15, 2024	BUY	$54.39 - $59.89 $74,949 - $82,528	1,378 Added 6.01%	24,293 $1.45 Million
Q4 2023 Feb 14, 2024	BUY	$48.63 - $55.81 $1.11 Million - $1.28 Million	22,915 New	22,915 $1.27 Million

Others Institutions Holding JAVA

# of Institutions

200

Shares Held

33.3M

Call Options Held

Put Options Held

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

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