Oak Harbor Wealth Partners, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Oak Harbor Wealth Partners, LLC

  • $395 Million
  • Q3 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 4,527 shares of JAVA stock, worth $315,033. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,527
Previous 5,106 11.34%
Holding current value
$315,033
Previous $334,000 6.59%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 04, 2025
SELL
$64.75 - $69.05 $37,490 - $39,979
-579 Reduced 11.34%
4,527 $312,000
Q2 2025

Jul 31, 2025
BUY
$56.84 - $65.5 $63,149 - $72,770
1,111 Added 27.81%
5,106 $334,000
Q1 2025

May 12, 2025
BUY
$61.9 - $66.89 $14,422 - $15,585
233 Added 6.19%
3,995 $253,000
Q4 2024

Feb 07, 2025
BUY
$63.01 - $68.55 $237,043 - $257,885
3,762 New
3,762 $238,000

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
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