CCG Wealth Management’s Jet.AI JTAI Stock Holding History

CCG Wealth Management’s Portfolio JTAI Stock Details JTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4	Closed	-$19.6K	–	73
2024 Q3	$19.6K	Buy	+4	New	+$40.5K	0.01%	72

Other funds holding JTAI

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWM

Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

CCG Wealth Management's JTAI Position: Q4 2024 in Review

CCG Wealth Management sold out of Jet.AI (JTAI) in Q4 2024, closing a stake of 4 shares — an estimated $19.6K sold.

CCG Wealth Management first reported a position in JTAI in Q3 2024 and held it in 1 quarter. The position peaked at $19.6K in Q3 2024. 6 funds tracked by Wall St. Rank hold JTAI as of Q4 2024.

CCG Wealth Management reported no remaining Jet.AI position as of Q4 2024 after selling out during the quarter.
CCG Wealth Management sold 4 Jet.AI shares in Q4 2024, an estimated $19.6K.
CCG Wealth Management first reported a position in Jet.AI in Q3 2024 and held it in 1 quarter.
CCG Wealth Management's Jet.AI position peaked at $19.6K in Q3 2024.
6 funds tracked by Wall St. Rank held Jet.AI as of Q4 2024.

Based on CCG Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.