Wealth Plan Investment Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 124,843 shares of JAVA stock, worth $8.51 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
124,843
Previous 21,463 481.67%
Holding current value
$8.51 Million
Previous $1.41 Million 512.74%
% of portfolio
0.62%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$64.75 - $69.05 $6.69 Million - $7.14 Million
103,380 Added 481.67%
124,843 $8.61 Million
Q2 2025

Jul 28, 2025
BUY
$56.84 - $65.5 $1.22 Million - $1.41 Million
21,463 New
21,463 $1.41 Million

Others Institutions Holding JAVA

# of Institutions
251
Shares Held
56.8M
Call Options Held
5.2K
Put Options Held
4.6K
View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

JAVA Quotes by TradingView
  • Ticker JAVA
  • Sector ETFs
  • Industry ETFs
More about JAVA
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