CPA
Clear Point Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
8,736
+32
| +0.4% | +$2.1K | 0.48% | 63 |
|
|
2025
Q1 | $553K | Sell |
8,704
-449
| -5% | -$28.5K | 0.5% | 58 |
|
|
2024
Q4 | $579K | Sell |
9,153
-591
| -6% | -$37.4K | 0.5% | 62 |
|
|
2024
Q3 | $624K | Buy |
9,744
+39
| +0.4% | +$2.5K | 0.48% | 57 |
|
|
2024
Q2 | $575K | Sell |
9,705
-286
| -3% | -$16.9K | 0.47% | 56 |
|
|
2024
Q1 | $598K | Sell |
9,991
-5
| -0.1% | -$299 | 0.49% | 56 |
|
|
2023
Q4 | $554K | Buy |
+9,996
| New | +$554K | 0.49% | 56 |
|