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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Atria Wealth Solutions's JAVA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Active Value ETF (JAVA) stake by 11% in Q2 2025, selling an estimated $239K and leaving 29,469 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #426.

Atria Wealth Solutions first reported a position in JAVA in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.12M in Q1 2025. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

Atria Wealth Solutions held 29,469 shares of JPMorgan Active Value ETF worth $1.93M as of Q2 2025.
Atria Wealth Solutions sold 3,823 JPMorgan Active Value ETF shares in Q2 2025, an estimated $239K.
JPMorgan Active Value ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #426 holding.
Atria Wealth Solutions first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's JPMorgan Active Value ETF position peaked at $2.12M in Q1 2025.
227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.