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

Bcgm Wealth Management, LLC

$344 Million
Q4 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 210,296 shares of JAVA stock, worth $14.6 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares

210,296

Previous 157,291 33.7%

Holding current value

$14.6 Million

Previous $10.8 Million 34.93%

% of portfolio

4.26%

Previous 3.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$67.15 - $70.77 $3.56 Million - $3.75 Million	53,005 Added 33.7%	210,296 $14.6 Million
Q3 2025 Nov 12, 2025	BUY	$64.75 - $69.05 $501,294 - $534,585	7,742 Added 5.18%	157,291 $10.8 Million
Q2 2025 Aug 05, 2025	BUY	$56.84 - $65.5 $800,193 - $922,109	14,078 Added 10.39%	149,549 $9.8 Million
Q1 2025 May 08, 2025	BUY	$61.9 - $66.89 $2.52 Million - $2.72 Million	40,650 Added 42.87%	135,471 $8.61 Million
Q4 2024 Feb 04, 2025	BUY	$63.01 - $68.55 $475,536 - $517,346	7,547 Added 8.65%	94,821 $6 Million

Q3 2024 Nov 06, 2024	SELL	$58.75 - $64.07 $1,468 - $1,601	-25 Reduced 0.03%	87,274 $5.59 Million
Q2 2024 Jul 30, 2024	BUY	$56.88 - $60.48 $407,715 - $433,520	7,168 Added 8.95%	87,299 $5.17 Million
Q1 2024 May 07, 2024	SELL	$54.39 - $59.89 $865,072 - $952,550	-15,905 Reduced 16.56%	80,131 $4.8 Million
Q4 2023 Feb 08, 2024	BUY	$48.63 - $55.81 $4.67 Million - $5.36 Million	96,036 New	96,036 $5.34 Million

Others Institutions Holding JAVA

# of Institutions

248

Shares Held

61.3M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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