Strategic Planning Group, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Strategic Planning Group, LLC

$511 Billion
Q1 2025

A detailed history of Strategic Planning Group, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Strategic Planning Group, LLC holds 29,423 shares of JAVA stock, worth $1.77 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

29,423

Previous 51,701 43.09%

Holding current value

$1.77 Million

Previous $3.27 Billion 42.87%

% of portfolio

0.37%

Previous 0.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$61.9 - $66.89 $1.38 Million - $1.49 Million	-22,278 Reduced 43.09%	29,423 $1.87 Billion
Q4 2024 Jan 23, 2025	SELL	$63.01 - $68.55 $9.13 Million - $9.93 Million	-144,885 Reduced 73.7%	51,701 $3.27 Billion
Q3 2024 Oct 16, 2024	BUY	$58.75 - $64.07 $323,947 - $353,281	5,514 Added 2.89%	196,586 $12.6 Billion
Q2 2024 Aug 02, 2024	BUY	$56.88 - $60.48 $621,129 - $660,441	10,920 Added 6.06%	191,072 $11.3 Billion
Q1 2024 Apr 12, 2024	BUY	$54.39 - $59.89 $1.49 Million - $1.65 Million	27,484 Added 18.0%	180,152 $10.8 Billion
Q4 2023 Apr 11, 2024	BUY	$48.63 - $55.81 $7.42 Million - $8.52 Million	152,668 New	152,668 $8.49 Billion

Others Institutions Holding JAVA

# of Institutions

203

Shares Held

33.9M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
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Strategic Planning Group, LLC Jp Morgan ETF Fd Tr Active Val Transaction History