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

Dynasty Wealth Management’s Portfolio JAVA Stock Details JAVA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$195M Sell
2,983,626
-111,979
-4% -$7.33M 3.33% 12
2025
Q1 		$197M Buy
+3,095,605
New +$197M 3.28% 13