Bartlett & Co’s JPMorgan Active Value ETF JAVA Stock Holding History

Bartlett & Co’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
2023 Q4	$1K	Buy	+21	New	+$1.09K	﹤0.01%	1180

Other funds holding JAVA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bartlett & Co's JAVA Position: Q4 2023 in Review

Bartlett & Co opened a new position in JPMorgan Active Value ETF (JAVA) in Q4 2023: 21 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings.

117 funds tracked by Wall St. Rank hold JAVA as of Q4 2023.

Bartlett & Co held 21 shares of JPMorgan Active Value ETF worth $1K as of Q4 2023.
JPMorgan Active Value ETF was a new Bartlett & Co position in Q4 2023.
JPMorgan Active Value ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1180 holding.
117 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.