Wr Wealth Planners, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,822 shares of JAVA stock, worth $126,792. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,822

Holding current value

$126,792

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$63.01 - $68.55 $114,804 - $124,898	1,822 New	1,822 $115,000

Others Institutions Holding JAVA

# of Institutions

248

Shares Held

61.3M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

16M
Shares

$1.11 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

5.73M
Shares

$399 Million
0.12% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

4.2M
Shares

$292 Million
4.7% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

3.76M
Shares

$262 Million
3.46% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.53M
Shares

$176 Million
0.04% of portfolio

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

More about JAVA

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Wr Wealth Planners, LLC Jp Morgan ETF Fd Tr Active Val Transaction History