Summit Wealth & Retirement Planning, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 3,178 shares of JAVA stock, worth $221,157. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,178
Previous 3,178 -0.0%
Holding current value
$221,157
Previous $208,000 5.29%
% of portfolio
0.06%
Previous 0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$61.9 - $66.89 $196,718 - $212,576
3,178 New
3,178 $201,000

Others Institutions Holding JAVA

# of Institutions
249
Shares Held
61.3M
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
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More about JAVA
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