Litman Gregory Wealth Management LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Litman Gregory Wealth Management LLC

  • $1.27 Billion
  • Q2 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 11,385 shares of JAVA stock, worth $744,920. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,385
Previous 12,996 12.4%
Holding current value
$744,920
Previous $825,000 9.7%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 23, 2025
SELL
$56.84 - $65.5 $91,569 - $105,520
-1,611 Reduced 12.4%
11,385 $745,000
Q1 2025

May 02, 2025
SELL
$61.9 - $66.89 $177,034 - $191,305
-2,860 Reduced 18.04%
12,996 $825,000
Q4 2024

Jan 23, 2025
BUY
$63.01 - $68.55 $139,315 - $151,564
2,211 Added 16.2%
15,856 $1 Million
Q3 2024

Oct 22, 2024
BUY
$58.75 - $64.07 $114,915 - $125,320
1,956 Added 16.73%
13,645 $874,000
Q2 2024

Jul 30, 2024
SELL
$56.88 - $60.48 $115,807 - $123,137
-2,036 Reduced 14.83%
11,689 $692,000
Q1 2024

May 03, 2024
BUY
$54.39 - $59.89 $131,623 - $144,933
2,420 Added 21.41%
13,725 $821,000
Q4 2023

Jan 31, 2024
SELL
$48.63 - $55.81 $24,071 - $27,625
-495 Reduced 4.19%
11,305 $628,000
Q2 2023

Aug 09, 2023
BUY
$50.18 - $53.15 $592,124 - $627,170
11,800 New
11,800 $627,000
Q2 2022

Jul 21, 2022
SELL
$46.66 - $54.81 $91,220 - $107,153
-1,955 Reduced 13.45%
12,585 $600,000
Q1 2022

May 04, 2022
BUY
$50.8 - $54.88 $738,632 - $797,955
14,540 New
14,540 $785,000

Others Institutions Holding JAVA

# of Institutions
237
Shares Held
52.1M
Call Options Held
10.4K
Put Options Held
1.4K
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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