CWM
CMH Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
42,995
-811
| -2% | -$53.1K | 0.66% | 45 |
|
|
2025
Q1 | $2.78M | Sell |
43,806
-412
| -0.9% | -$26.2K | 0.7% | 42 |
|
|
2024
Q4 | $2.8M | Sell |
44,218
-4,670
| -10% | -$296K | 0.64% | 43 |
|
|
2024
Q3 | $3.13M | Buy |
48,888
+39
| +0.1% | +$2.5K | 0.74% | 43 |
|
|
2024
Q2 | $2.89M | Buy |
48,849
+194
| +0.4% | +$11.5K | 0.71% | 41 |
|
|
2024
Q1 | $2.91M | Buy |
48,655
+1,169
| +2% | +$70K | 0.74% | 43 |
|
|
2023
Q4 | $2.64M | Buy |
47,486
+1,939
| +4% | +$108K | 0.64% | 42 |
|
|
2023
Q3 | $2.33M | Sell |
45,547
-1,269
| -3% | -$65K | 0.65% | 42 |
|
|
2023
Q2 | $2.49M | Sell |
46,816
-51,450
| -52% | -$2.73M | 0.67% | 42 |
|
|
2023
Q1 | $5.06M | Buy |
98,266
+1,180
| +1% | +$60.7K | 1.46% | 31 |
|
|
2022
Q4 | $4.97M | Buy |
+97,086
| New | +$4.97M | 1.6% | 28 |
|