Compass Wealth Management, Llc/Ga Jp Morgan ETF Fd Tr Active Val Transaction History

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 73,151 shares of JAVA stock, worth $5.09 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
73,151
Previous 74,815 2.22%
Holding current value
$5.09 Million
Previous $4.9 Billion 2.94%
% of portfolio
2.23%
Previous 2.62%

Shares

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

Nov 13, 2025
SELL
$64.75 - $69.05 $107,744 - $114,899
-1,664 Reduced 2.22%
73,151 $5.04 Billion
Q2 2025

Aug 14, 2025
BUY
$56.84 - $65.5 $4.25 Million - $4.9 Million
74,815 New
74,815 $4.9 Billion

Others Institutions Holding JAVA

# of Institutions
248
Shares Held
60.7M
Call Options Held
4K
Put Options Held
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
Track This Portfolio

Track Compass Wealth Management, Llc/Ga Portfolio

Follow Compass Wealth Management, Llc/Ga and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Wealth Management, Llc/Ga, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management, Llc/Ga with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email