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

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

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 2,092 shares of JAVA stock, worth $125,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,092

Previous 1,577 32.66%

Holding current value

$125,917

Previous $101,000 30.69%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

206

Shares Held

36.9M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

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