BAWC
JAVA icon

Boyce & Associates Wealth Consulting’s JPMorgan Active Value ETF JAVA Stock Holding History

Boyce & Associates Wealth Consulting’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
Q3 		– Sell
-5,122
Closed -$336K – 75
2025
Q2 		$336K Buy
+5,122
New +$320K 0.31% 53

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 $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Boyce & Associates Wealth Consulting's JAVA Position: Q3 2025 in Review

Boyce & Associates Wealth Consulting sold out of JPMorgan Active Value ETF (JAVA) in Q3 2025, closing a stake of 5,122 shares — an estimated $336K sold.

Boyce & Associates Wealth Consulting first reported a position in JAVA in Q2 2025 and held it in 1 quarter. The position peaked at $336K in Q2 2025. 222 funds tracked by Wall St. Rank hold JAVA as of Q3 2025.

  • Boyce & Associates Wealth Consulting reported no remaining JPMorgan Active Value ETF position as of Q3 2025 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 5,122 JPMorgan Active Value ETF shares in Q3 2025, an estimated $336K.
  • Boyce & Associates Wealth Consulting first reported a position in JPMorgan Active Value ETF in Q2 2025 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's JPMorgan Active Value ETF position peaked at $336K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2025.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2025, filed 22 Oct 2025.