Steward Partners Investment Advisory, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,781 shares of JAVA stock, worth $186,354. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,781

Previous 2,092 32.93%

Holding current value

$186,354

Previous $132,000 33.33%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$61.9 - $66.89 $42,649 - $46,087	689 Added 32.93%	2,781 $176,000
Q4 2024 Feb 06, 2025	BUY	$63.01 - $68.55 $32,450 - $35,303	515 Added 32.66%	2,092 $132,000
Q3 2024 Nov 14, 2024	SELL	$58.75 - $64.07 $4,817 - $5,253	-82 Reduced 4.94%	1,577 $101,000
Q2 2024 Aug 08, 2024	BUY	$56.88 - $60.48 $58,586 - $62,294	1,030 Added 163.75%	1,659 $98,000
Q1 2024 May 15, 2024	SELL	$54.39 - $59.89 $189,277 - $208,417	-3,480 Reduced 84.69%	629 $37,000
Q4 2023 Feb 12, 2024	BUY	$48.63 - $55.81 $169,524 - $194,553	3,486 Added 559.55%	4,109 $228,000
Q2 2023 Aug 14, 2023	SELL	$50.18 - $53.15 $270,118 - $286,106	-5,383 Reduced 89.63%	623 $33,000
Q1 2023 May 15, 2023	BUY	$49.25 - $54.28 $55,307 - $60,956	1,123 Added 23.0%	6,006 $309,000
Q4 2022 Feb 15, 2023	BUY	$46.42 - $53.81 $226,668 - $262,754	4,883 New	4,883 $250,000

Others Institutions Holding JAVA

# of Institutions

233

Shares Held

50.9M

Call Options Held

10.4K

Put Options Held

1.4K

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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC Jp Morgan ETF Fd Tr Active Val Transaction History