Farther Finance Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
9,923
-920
| -8% | -$60.3K | 0.01% | 781 |
|
|
2025
Q1 | $688K | Buy |
10,843
+2,613
| +32% | +$166K | 0.02% | 645 |
|
|
2024
Q4 | $521K | Sell |
8,230
-1,522
| -16% | -$96.3K | 0.02% | 564 |
|
|
2024
Q3 | $625K | Buy |
9,752
+3,052
| +46% | +$196K | 0.02% | 511 |
|
|
2024
Q2 | $394K | Sell |
6,700
-370
| -5% | -$21.8K | 0.02% | 572 |
|
|
2024
Q1 | $422K | Sell |
7,070
-494
| -7% | -$29.5K | 0.03% | 439 |
|
|
2023
Q4 | $421K | Buy |
7,564
+199
| +3% | +$11.1K | 0.03% | 387 |
|
|
2023
Q3 | $378K | Buy |
7,365
+379
| +5% | +$19.4K | 0.06% | 250 |
|
|
2023
Q2 | $371K | Sell |
6,986
-381
| -5% | -$20.3K | 0.08% | 205 |
|
|
2023
Q1 | $379K | Buy |
+7,367
| New | +$379K | 0.11% | 170 |
|