Integrated Wealth Concepts LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 6,886 shares of JAVA stock, worth $478,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,886
Previous 101,354 93.21%
Holding current value
$478,301
Previous $6.44 Million 93.0%
% of portfolio
0.0%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$56.84 - $65.5 $5.37 Million - $6.19 Million
-94,468 Reduced 93.21%
6,886 $451,000
Q1 2025

May 15, 2025
SELL
$61.9 - $66.89 $30,702 - $33,177
-496 Reduced 0.49%
101,354 $6.44 Million
Q4 2024

Feb 14, 2025
BUY
$63.01 - $68.55 $14,555 - $15,835
231 Added 0.23%
101,850 $6.45 Million
Q3 2024

Nov 14, 2024
SELL
$58.75 - $64.07 $400,028 - $436,252
-6,809 Reduced 6.28%
101,619 $6.51 Million
Q2 2024

Aug 14, 2024
BUY
$56.88 - $60.48 $1.26 Million - $1.34 Million
22,142 Added 25.66%
108,428 $6.43 Million
Q1 2024

May 15, 2024
BUY
$54.39 - $59.89 $598,888 - $659,448
11,011 Added 14.63%
86,286 $5.17 Million
Q4 2023

Feb 13, 2024
BUY
$48.63 - $55.81 $106,062 - $121,721
2,181 Added 2.98%
75,275 $4.19 Million
Q3 2023

Nov 15, 2023
BUY
$51.26 - $55.09 $23,989 - $25,782
468 Added 0.64%
73,094 $3.75 Million
Q2 2023

Aug 15, 2023
BUY
$50.18 - $53.15 $3.64 Million - $3.86 Million
72,626 New
72,626 $3.86 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

JAVA Quotes by TradingView
  • Ticker JAVA
  • Sector ETFs
  • Industry ETFs
More about JAVA
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