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

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

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 6,639 shares of JAVA stock, worth $461,144. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,639

Previous 3,334 99.13%

Holding current value

$461,144

Previous $211,000 105.69%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$56.84 - $65.5 $187,856 - $216,477	3,305 Added 99.13%	6,639 $434,000
Q1 2025 May 15, 2025	SELL	$61.9 - $66.89 $66,171 - $71,505	-1,069 Reduced 24.28%	3,334 $211,000
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

246

Shares Held

54.7M

Call Options Held

5.2K

Put Options Held

4.6K

View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

More about JAVA

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