Arkadios Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
48,031
+15,396
| +47% | +$1.01M | 0.09% | 230 |
|
|
2025
Q1 | $2.07M | Buy |
32,635
+4,997
| +18% | +$318K | 0.08% | 274 |
|
|
2024
Q4 | $1.75M | Sell |
27,638
-6,725
| -20% | -$426K | 0.1% | 203 |
|
|
2024
Q3 | $2.2M | Sell |
34,363
-1,302
| -4% | -$83.4K | 0.12% | 170 |
|
|
2024
Q2 | $2.11M | Buy |
+35,665
| New | +$2.11M | 0.14% | 157 |
|