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Alliance Wealth Advisors (Pennsylvania)’s JPMorgan Active Value ETF JAVA Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
Q2 		$318K Sell
4,003
-433
-10% -$33.1K 0.1% 125
2026
Q1 		$318K Buy
4,436
+183
+4% +$13.6K 0.14% 123
2025
Q4 		$305K Sell
4,253
-3,640
-46% -$255K 0.13% 123
2025
Q3 		$544K Buy
7,893
+41
+0.5% +$2.75K 0.24% 65
2025
Q2 		$514K Sell
7,852
-1,098
-12% -$68.6K 0.26% 66
2025
Q1 		$569K Sell
8,950
-38,168
-81% -$2.48M 0.32% 56
2024
Q4 		$2.98M Buy
47,118
+2,752
+6% +$180K 1.67% 11
2024
Q3 		$2.84M Buy
44,366
+2,644
+6% +$163K 1.62% 12
2024
Q2 		$2.47M Buy
41,722
+908
+2% +$53.6K 1.56% 13
2024
Q1 		$2.44M Buy
40,814
+2,948
+8% +$167K 1.54% 14
2023
Q4 		$2.11M Buy
37,866
+2,413
+7% +$126K 1.39% 15
2023
Q3 		$1.82M Buy
35,453
+1,592
+5% +$85K 1.31% 17
2023
Q2 		$1.8M Buy
33,861
+8,494
+33% +$440K 1.28% 18
2023
Q1 		$1.31M Buy
+25,367
New +$1.32M 0.98% 25

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return