CAWM
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Capital Advisors Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Capital Advisors Wealth Management’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
2026
Q1 		$215K Buy
2,990
+7
+0.2% +$519 0.03% 205
2025
Q4 		$214K Sell
2,983
-418
-12% -$29.3K 0.03% 207
2025
Q3 		$235K Buy
3,401
+11
+0.3% +$738 0.03% 197
2025
Q2 		$222K Sell
3,390
-38
-1% -$2.37K 0.03% 179
2025
Q1 		$218K Sell
3,428
-94
-3% -$6.1K 0.04% 168
2024
Q4 		$223K Buy
3,522
+14
+0.4% +$918 0.04% 164
2024
Q3 		$225K Buy
3,508
+99
+3% +$6.08K 0.04% 154
2024
Q2 		$202K Buy
3,409
+15
+0.4% +$885 0.04% 157
2024
Q1 		$203K Buy
+3,394
New +$193K 0.04% 150
2023
Q2 		– Sell
-4,967
Closed -$256K – 152
2023
Q1 		$256K Buy
+4,967
New +$259K 0.07% 108

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return