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Atria Wealth Solutions’s JPMorgan Active Value ETF JAVA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.93M Sell
29,469
-3,823
-11% -$239K 0.04% 426
2025
Q1 		$2.12M Buy
33,292
+11,275
+51% +$732K 0.03% 613
2024
Q4 		$1.39M Buy
22,017
+3,995
+22% +$262K 0.02% 791
2024
Q3 		$1.15M Buy
18,022
+480
+3% +$29.5K 0.01% 861
2024
Q2 		$1.04M Sell
17,542
-153
-0.9% -$9.03K 0.01% 881
2024
Q1 		$1.06M Sell
17,695
-100
-0.6% -$5.67K 0.01% 884
2023
Q4 		$990K Buy
17,795
+3,844
+28% +$200K 0.01% 864
2023
Q3 		$715K Buy
13,951
+630
+5% +$33.6K 0.01% 964
2023
Q2 		$708K Buy
13,321
+1,277
+11% +$66.1K 0.01% 998
2023
Q1 		$620K Buy
12,044
+5,854
+95% +$306K 0.01% 1016
2022
Q4 		$317K Buy
+6,190
New +$314K 0.01% 1329

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return