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

Worth Financial Advisory Group, LLC

$178 Billion
Q3 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 11,101 shares of JAVA stock, worth $772,518. This represents 0.43% of its overall portfolio holdings.

Number of Shares

11,101

Previous 9,465 17.28%

Holding current value

$772,518

Previous $620 Million 23.48%

% of portfolio

0.43%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$64.75 - $69.05 $105,931 - $112,965	1,636 Added 17.28%	11,101 $766 Million
Q2 2025 Jul 16, 2025	BUY	$56.84 - $65.5 $30,409 - $35,042	535 Added 5.99%	9,465 $620 Million
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

247

Shares Held

60.7M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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