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Clear Point Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Clear Point Advisors’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
2026
Q1 		– Sell
-7,497
Closed -$538K – 104
2025
Q4 		$538K Sell
7,497
-1,272
-15% -$89.2K 0.42% 72
2025
Q3 		$605K Buy
8,769
+33
+0.4% +$2.21K 0.47% 66
2025
Q2 		$572K Buy
8,736
+32
+0.4% +$2K 0.48% 63
2025
Q1 		$553K Sell
8,704
-449
-5% -$29.1K 0.5% 58
2024
Q4 		$579K Sell
9,153
-591
-6% -$38.7K 0.5% 62
2024
Q3 		$624K Buy
9,744
+39
+0.4% +$2.4K 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% -$284 0.49% 56
2023
Q4 		$554K Buy
+9,996
New +$521K 0.49% 56

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SWP
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Ameriprise
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OCA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return