Wcg Wealth Advisors LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 412,633 shares of JAVA stock, worth $27.7 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

412,633

Previous 412,633 -0.0%

Holding current value

$27.7 Million

Previous $26.2 Million 0.0%

% of portfolio

2.16%

Previous 1.99%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$61.9 - $66.89 $3.81 Million - $4.12 Million	61,577 Added 17.54%	412,633 $26.2 Million
Q4 2024 Feb 18, 2025	BUY	$63.01 - $68.55 $14.2 Million - $15.4 Million	225,290 Added 179.13%	351,056 $22.2 Million
Q3 2024 Nov 13, 2024	BUY	$58.75 - $64.07 $6.47 Million - $7.06 Million	110,181 Added 706.97%	125,766 $8.06 Million
Q2 2024 Aug 12, 2024	BUY	$56.88 - $60.48 $886,474 - $942,580	15,585 New	15,585 $924,000

Others Institutions Holding JAVA

# of Institutions

233

Shares Held

50.9M

Call Options Held

10.4K

Put Options Held

1.4K

View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

More about JAVA

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Wcg Wealth Advisors LLC Jp Morgan ETF Fd Tr Active Val Transaction History