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

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 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 3,110 shares of JAVA stock, worth $216,424. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,110
Previous 2,704 15.01%
Holding current value
$216,424
Previous $177,000 20.9%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$64.75 - $69.05 $26,288 - $28,034
406 Added 15.01%
3,110 $214,000
Q2 2025

Aug 12, 2025
SELL
$56.84 - $65.5 $4,376 - $5,043
-77 Reduced 2.77%
2,704 $177,000
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
247
Shares Held
60.7M
Call Options Held
4K
Put Options Held
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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