EFH
Eaton Financial Holdings’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,820
| Closed | -$305K | – | 67 |
|
|
2024
Q4 | $305K | Hold |
4,820
| – | – | 0.12% | 58 |
|
|
2024
Q3 | $309K | Buy |
+4,820
| New | +$309K | 0.13% | 57 |
|
|
2024
Q1 | $970K | Sell |
16,198
-430
| -3% | -$25.8K | 0.5% | 35 |
|
|
2023
Q4 | $925K | Sell |
16,628
-36
| -0.2% | -$2K | 0.22% | 93 |
|
|
2023
Q3 | $854K | Sell |
16,664
-148
| -0.9% | -$7.59K | 0.23% | 93 |
|
|
2023
Q2 | $894K | Sell |
16,812
-118
| -0.7% | -$6.27K | 0.67% | 26 |
|
|
2023
Q1 | $872K | Hold |
16,930
| – | – | 0.68% | 25 |
|
|
2022
Q4 | $867K | Buy |
+16,930
| New | +$867K | 0.74% | 26 |
|