Oak Harbor Wealth Partners, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Oak Harbor Wealth Partners, LLC

  • $361 Million
  • Q2 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 5,106 shares of JAVA stock, worth $354,662. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,106
Previous 3,995 27.81%
Holding current value
$354,662
Previous $253,000 32.02%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Jul 31, 2025
BUY
$56.84 - $65.5 $63,149 - $72,770
1,111 Added 27.81%
5,106 $334,000
Q1 2025

May 12, 2025
BUY
$61.9 - $66.89 $14,422 - $15,585
233 Added 6.19%
3,995 $253,000
Q4 2024

Feb 07, 2025
BUY
$63.01 - $68.55 $237,043 - $257,885
3,762 New
3,762 $238,000

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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