CAWM
Capital Advisors 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 | $222K | Sell |
3,390
-38
| -1% | -$2.49K | 0.03% | 179 |
|
|
2025
Q1 | $218K | Sell |
3,428
-94
| -3% | -$5.97K | 0.04% | 168 |
|
|
2024
Q4 | $223K | Buy |
3,522
+14
| +0.4% | +$886 | 0.04% | 164 |
|
|
2024
Q3 | $225K | Buy |
3,508
+99
| +3% | +$6.34K | 0.04% | 154 |
|
|
2024
Q2 | $202K | Buy |
3,409
+15
| +0.4% | +$889 | 0.04% | 157 |
|
|
2024
Q1 | $203K | Buy |
+3,394
| New | +$203K | 0.04% | 150 |
|
|
2023
Q2 | – | Sell |
-4,967
| Closed | -$256K | – | 146 |
|
|
2023
Q1 | $256K | Buy |
+4,967
| New | +$256K | 0.07% | 108 |
|