Triangle Securities Wealth Management Jp Morgan ETF Fd Tr Active Val Transaction History

Triangle Securities Wealth Management

$374 Million
Q4 2024

A detailed history of Triangle Securities Wealth Management transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Triangle Securities Wealth Management holds 234,725 shares of JAVA stock, worth $15.6 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares

234,725

Previous 227,471 3.19%

Holding current value

$15.6 Million

Previous $14.6 Million 1.91%

% of portfolio

3.97%

Previous 3.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$63.01 - $68.55 $457,074 - $497,261	7,254 Added 3.19%	234,725 $14.9 Million
Q3 2024 Nov 14, 2024	BUY	$58.75 - $64.07 $10.4 Million - $11.3 Million	177,017 Added 350.85%	227,471 $14.6 Million
Q2 2024 Jul 10, 2024	BUY	$56.88 - $60.48 $868,330 - $923,287	15,266 Added 43.38%	50,454 $2.99 Million
Q1 2024 Apr 10, 2024	BUY	$54.39 - $59.89 $754,117 - $830,374	13,865 Added 65.02%	35,188 $2.11 Million
Q4 2023 Jan 10, 2024	BUY	$48.63 - $55.81 $819,950 - $941,012	16,861 Added 377.88%	21,323 $1.19 Million
Q3 2023 Oct 10, 2023	BUY	$51.26 - $55.09 $228,722 - $245,811	4,462 New	4,462 $228,000

Others Institutions Holding JAVA

# of Institutions

169

Shares Held

22.1M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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Triangle Securities Wealth Management Jp Morgan ETF Fd Tr Active Val Transaction History