Eaton Financial Holdings’s JPMorgan Active Value ETF JAVA Stock Holding History

Eaton Financial Holdings’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
2025 Q1	–	Sell	-4,820	Closed	-$305K	–	67
2024 Q4	$305K	Hold	4,820	–	–	0.12%	58
2024 Q3	$309K	Buy	+4,820	New	+$296K	0.13%	57
2024 Q1	$970K	Sell	16,198 -430	-3%	-$24.4K	0.5%	35
2023 Q4	$925K	Sell	16,628 -36	-0.2%	-$1.88K	0.22%	93
2023 Q3	$854K	Sell	16,664 -148	-0.9%	-$7.9K	0.23%	93
2023 Q2	$894K	Sell	16,812 -118	-0.7%	-$6.11K	0.67%	26
2023 Q1	$872K	Hold	16,930	–	–	0.68%	25
2022 Q4	$867K	Buy	+16,930	New	+$858K	0.74%	26

Other funds holding JAVA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Eaton Financial Holdings's JAVA Position: Q1 2025 in Review

Eaton Financial Holdings sold out of JPMorgan Active Value ETF (JAVA) in Q1 2025, closing a stake of 4,820 shares — an estimated $305K sold.

Eaton Financial Holdings first reported a position in JAVA in Q4 2022 and held it in 8 quarters. The position peaked at $970K in Q1 2024. 206 funds tracked by Wall St. Rank hold JAVA as of Q1 2025.

Eaton Financial Holdings reported no remaining JPMorgan Active Value ETF position as of Q1 2025 after selling out during the quarter.
Eaton Financial Holdings sold 4,820 JPMorgan Active Value ETF shares in Q1 2025, an estimated $305K.
Eaton Financial Holdings first reported a position in JPMorgan Active Value ETF in Q4 2022 and held it in 8 quarters.
Eaton Financial Holdings's JPMorgan Active Value ETF position peaked at $970K in Q1 2024.
206 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2025.

Based on Eaton Financial Holdings's 13F filing for Q1 2025, filed 13 May 2025.