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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

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Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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.