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Aveo Capital Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-3,248
Closed -$206K – 265
2024
Q4 		$206K Sell
3,248
-3,483
-52% -$228K 0.02% 328
2024
Q3 		$431K Sell
6,731
-1,444
-18% -$88.7K 0.05% 222
2024
Q2 		$484K Sell
8,175
-4,773
-37% -$282K 0.05% 194
2024
Q1 		$757K Buy
+12,948
New +$735K 0.08% 169

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Aveo Capital Partners's JAVA Position: Q1 2025 in Review

Aveo Capital Partners sold out of JPMorgan Active Value ETF (JAVA) in Q1 2025, closing a stake of 3,248 shares — an estimated $206K sold.

Aveo Capital Partners first reported a position in JAVA in Q1 2024 and held it in 4 quarters. The position peaked at $757K in Q1 2024. 205 funds tracked by Wall St. Rank hold JAVA as of Q1 2025.

  • Aveo Capital Partners reported no remaining JPMorgan Active Value ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 3,248 JPMorgan Active Value ETF shares in Q1 2025, an estimated $206K.
  • Aveo Capital Partners first reported a position in JPMorgan Active Value ETF in Q1 2024 and held it in 4 quarters.
  • Aveo Capital Partners's JPMorgan Active Value ETF position peaked at $757K in Q1 2024.
  • 205 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.