Avantax Advisory Services’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
18,660
+6,202
| +50% | +$406K | 0.01% | 1042 |
|
|
2025
Q1 | $792K | Sell |
12,458
-3,790
| -23% | -$241K | ﹤0.01% | 1209 |
|
|
2024
Q4 | $1.03M | Sell |
16,248
-3,733
| -19% | -$236K | 0.01% | 1024 |
|
|
2024
Q3 | $1.28M | Buy |
19,981
+212
| +1% | +$13.6K | 0.01% | 902 |
|
|
2024
Q2 | $1.17M | Buy |
19,769
+1,951
| +11% | +$116K | 0.01% | 902 |
|
|
2024
Q1 | $1.07M | Buy |
17,818
+341
| +2% | +$20.4K | 0.01% | 721 |
|
|
2023
Q4 | $972K | Buy |
17,477
+3,801
| +28% | +$211K | 0.01% | 725 |
|
|
2023
Q3 | $701K | Buy |
13,676
+379
| +3% | +$19.4K | 0.01% | 810 |
|
|
2023
Q2 | $707K | Buy |
+13,297
| New | +$707K | 0.01% | 807 |
|