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

EPG Wealth Management’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
Q2 		– Sell
-19
Closed -$1.21K – 387
2025
Q1 		$1.21K Hold
19
– – ﹤0.01% 410
2024
Q4 		$1.2K Hold
19
– – ﹤0.01% 418
2024
Q3 		$1.22K Buy
+19
New +$1.17K ﹤0.01% 414

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

EPG Wealth Management's JAVA Position: Q2 2025 in Review

EPG Wealth Management sold out of JPMorgan Active Value ETF (JAVA) in Q2 2025, closing a stake of 19 shares — an estimated $1.21K sold.

EPG Wealth Management first reported a position in JAVA in Q3 2024 and held it in 3 quarters. The position peaked at $1.22K in Q3 2024. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

  • EPG Wealth Management reported no remaining JPMorgan Active Value ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 19 JPMorgan Active Value ETF shares in Q2 2025, an estimated $1.21K.
  • EPG Wealth Management first reported a position in JPMorgan Active Value ETF in Q3 2024 and held it in 3 quarters.
  • EPG Wealth Management's JPMorgan Active Value ETF position peaked at $1.22K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.