Perigon Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 51,182 shares of JAVA stock, worth $3.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
51,182
Previous 39,067 31.01%
Holding current value
$3.08 Million
Previous $2.5 Million 29.36%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$63.01 - $68.55 $763,366 - $830,483
12,115 Added 31.01%
51,182 $3.24 Million
Q3 2024

Oct 16, 2024
SELL
$58.75 - $64.07 $3,642 - $3,972
-62 Reduced 0.16%
39,067 $2.5 Million
Q2 2024

Aug 02, 2024
BUY
$56.88 - $60.48 $111,655 - $118,722
1,963 Added 5.28%
39,129 $2.32 Million
Q1 2024

Apr 29, 2024
BUY
$54.39 - $59.89 $703,153 - $774,257
12,928 Added 53.34%
37,166 $2.23 Million
Q4 2023

Jan 29, 2024
BUY
$48.63 - $55.81 $1.18 Million - $1.35 Million
24,238 New
24,238 $1.35 Million

Others Institutions Holding JAVA

# of Institutions
206
Shares Held
36.9M
Call Options Held
0
Put Options Held
0
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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