BWM
BCGM Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.8M | Buy |
149,549
+14,078
| +10% | +$922K | 2.76% | 8 |
|
|
2025
Q1 | $8.61M | Buy |
135,471
+40,650
| +43% | +$2.58M | 2.64% | 8 |
|
|
2024
Q4 | $6M | Buy |
94,821
+7,547
| +9% | +$478K | 1.9% | 12 |
|
|
2024
Q3 | $5.59M | Sell |
87,274
-25
| -0% | -$1.6K | 1.81% | 11 |
|
|
2024
Q2 | $5.17M | Buy |
87,299
+7,168
| +9% | +$425K | 1.79% | 11 |
|
|
2024
Q1 | $4.8M | Sell |
80,131
-15,905
| -17% | -$953K | 1.72% | 13 |
|
|
2023
Q4 | $5.34M | Buy |
+96,036
| New | +$5.34M | 2.18% | 11 |
|