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

Litman Gregory Wealth Management LLC

$1.13 Billion
Q2 2024

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 11,689 shares of JAVA stock, worth $748,096. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,689

Previous 13,725 14.83%

Holding current value

$748,096

Previous $821,000 15.71%

% of portfolio

0.06%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

161

Shares Held

17.1M

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

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account

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