Cetera Advisor Networks’s JPMorgan Active Value ETF JAVA Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.17M	Buy	19,608 +7,226	+58%	+$410K	0.01%	1348
2023 Q4	$689K	Buy	12,382 +1,278	+12%	+$66.6K	﹤0.01%	1634
2023 Q3	$569K	Buy	11,104 +3,212	+41%	+$171K	﹤0.01%	1682
2023 Q2	$419K	Buy	7,892 +582	+8%	+$30.1K	﹤0.01%	1846
2023 Q1	$376K	Buy	7,310 +2,098	+40%	+$110K	﹤0.01%	1890
2022 Q4	$267K	Buy	+5,212	New	+$264K	﹤0.01%	2077

Other funds holding JAVA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

Cetera Advisor Networks's JAVA Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan Active Value ETF (JAVA) stake by 58% in Q1 2024, buying an estimated $410K and bringing the position to 19,608 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1348.

Cetera Advisor Networks first reported a position in JAVA in Q4 2022 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold JAVA as of Q1 2024.

Cetera Advisor Networks held 19,608 shares of JPMorgan Active Value ETF worth $1.17M as of Q1 2024.
Cetera Advisor Networks bought 7,226 JPMorgan Active Value ETF shares in Q1 2024, an estimated $410K.
JPMorgan Active Value ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1348 holding.
Cetera Advisor Networks first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 6 quarters since.
137 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.