CWM
JAVA icon

Centricity Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Centricity 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
2025
Q2 		$40K Hold
610
– – 0.03% 188
2025
Q1 		$38.8K Hold
610
– – 0.04% 192
2024
Q4 		$38.6K Buy
+610
New +$40K 0.04% 194

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Centricity Wealth Management's JAVA Position: Q2 2025 in Review

Centricity Wealth Management held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2025 at 610 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #188.

Centricity Wealth Management first reported a position in JAVA in Q4 2024 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

  • Centricity Wealth Management held 610 shares of JPMorgan Active Value ETF worth $40K as of Q2 2025.
  • Centricity Wealth Management left its JPMorgan Active Value ETF share count unchanged in Q2 2025.
  • JPMorgan Active Value ETF made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #188 holding.
  • Centricity Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.