Unique Wealth, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Unique Wealth, LLC

$529 Billion
Q1 2025

A detailed history of Unique Wealth, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Unique Wealth, LLC holds 216,219 shares of JAVA stock, worth $13.3 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

216,219

Holding current value

$13.3 Million

% of portfolio

2.6%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 11, 2025	BUY	$61.9 - $66.89 $13.4 Million - $14.5 Million	216,219 New	216,219 $13.7 Billion

Others Institutions Holding JAVA

# of Institutions

217

Shares Held

41.3M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

10.2M
Shares

$630 Million
0.05% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

3.1M
Shares

$191 Million
3.28% of portfolio
Lpl Financial LLC Fort Mill, SC

2.83M
Shares

$174 Million
0.08% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

2.8M
Shares

$173 Million
4.5% of portfolio
Janney Montgomery Scott LLC

1.48M
Shares

$91 Million
0.27% of portfolio

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

More about JAVA

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Unique Wealth, LLC Jp Morgan ETF Fd Tr Active Val Transaction History