Worth Financial Advisory Group, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Worth Financial Advisory Group, LLC

$157 Billion
Q1 2025

A detailed history of Worth Financial Advisory Group, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 8,930 shares of JAVA stock, worth $548,034. This represents 0.36% of its overall portfolio holdings.

Number of Shares

8,930

Previous 7,352 21.46%

Holding current value

$548,034

Previous $465 Million 21.92%

% of portfolio

0.36%

Previous 0.29%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$61.9 - $66.89 $97,678 - $105,552	1,578 Added 21.46%	8,930 $567 Million
Q4 2024 Feb 11, 2025	BUY	$63.01 - $68.55 $41,586 - $45,243	660 Added 9.86%	7,352 $465 Million
Q3 2024 Oct 24, 2024	BUY	$58.75 - $64.07 $187,530 - $204,511	3,192 Added 91.2%	6,692 $429 Million
Q1 2024 Apr 30, 2024	BUY	$54.39 - $59.89 $190,365 - $209,615	3,500 New	3,500 $210 Million

Others Institutions Holding JAVA

# of Institutions

214

Shares Held

37.9M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
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Worth Financial Advisory Group, LLC Jp Morgan ETF Fd Tr Active Val Transaction History