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

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 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 15,856 shares of JAVA stock, worth $1.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,856

Previous 13,645 16.2%

Holding current value

$1.05 Million

Previous $874,000 14.76%

% of portfolio

0.09%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

174

Shares Held

22.3M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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