Strategic Planning Group, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Strategic Planning Group, LLC

$507 Billion
Q3 2024

A detailed history of Strategic Planning Group, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Strategic Planning Group, LLC holds 196,586 shares of JAVA stock, worth $12.7 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

196,586

Previous 191,072 2.89%

Holding current value

$12.7 Million

Previous $11.3 Billion 11.24%

% of portfolio

2.48%

Previous 2.47%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$58.75 - $64.07 $323,947 - $353,281	5,514 Added 2.89%	196,586 $12.6 Billion
Q2 2024 Aug 02, 2024	BUY	$56.88 - $60.48 $621,129 - $660,441	10,920 Added 6.06%	191,072 $11.3 Billion
Q1 2024 Apr 12, 2024	BUY	$54.39 - $59.89 $1.49 Million - $1.65 Million	27,484 Added 18.0%	180,152 $10.8 Billion
Q4 2023 Apr 11, 2024	BUY	$48.63 - $55.81 $7.42 Million - $8.52 Million	152,668 New	152,668 $8.49 Billion

Others Institutions Holding JAVA

# of Institutions

158

Shares Held

17.8M

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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Strategic Planning Group, LLC Jp Morgan ETF Fd Tr Active Val Transaction History