5L
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55I LLC’s JPMorgan Active Value ETF JAVA Stock Holding History

55I LLC’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
2022
Q3 		$484K Buy
+10,568
New +$522K 0.01% 387

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

55I LLC's JAVA Position: Q3 2022 in Review

55I LLC opened a new position in JPMorgan Active Value ETF (JAVA) in Q3 2022: 10,568 shares worth $484K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings.

21 funds tracked by Wall St. Rank hold JAVA as of Q3 2022.

  • 55I LLC held 10,568 shares of JPMorgan Active Value ETF worth $484K as of Q3 2022.
  • JPMorgan Active Value ETF was a new 55I LLC position in Q3 2022.
  • JPMorgan Active Value ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #387 holding.
  • 21 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.