3IP
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3Chopt Investment Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

3Chopt Investment Partners’s Portfolio JAVA Stock Details JAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Sell
22,704
-67
-0.3% -$4.97K 0.37% 60
2025
Q4 		$1.63M Buy
22,771
+443
+2% +$31.1K 0.37% 66
2025
Q3 		$1.54M Buy
22,328
+510
+2% +$34.2K 0.35% 67
2025
Q2 		$1.43M Sell
21,818
-9,699
-31% -$606K 0.34% 67
2025
Q1 		$2M Buy
31,517
+6,676
+27% +$433K 0.52% 51
2024
Q4 		$1.57M Buy
24,841
+2,603
+12% +$171K 0.54% 55
2024
Q3 		$1.42M Buy
22,238
+3,488
+19% +$214K 0.51% 57
2024
Q2 		$1.11M Buy
18,750
+3,111
+20% +$184K 0.34% 69
2024
Q1 		$937K Buy
15,639
+724
+5% +$41.1K 0.38% 59
2023
Q4 		$830K Buy
+14,915
New +$778K 0.31% 84

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return