Carson Wealth (CWM LLC)’s JPMorgan Active Value ETF JAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.6M | Buy |
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|
2025
Q2 | $19.3M | Buy |
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|
2025
Q1 | $9.75M | Buy |
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|
2024
Q4 | $7.86M | Buy |
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|
2024
Q3 | $7.66M | Buy |
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|
2024
Q2 | $5.44M | Buy |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $4.25M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $644K | Buy |
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|
2023
Q1 | $90K | Hold |
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|
2022
Q4 | $90K | Buy |
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