Fidelity Investments
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Fidelity Investments’s JPMorgan Active Value ETF JAVA Stock Holding History

Fidelity Investments’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
2024
Q3 		– Sell
-1
Closed -$59 – 5620
2024
Q2 		$59 Buy
+1
New +$59 ﹤0.01% 5025
2024
Q1 		– Sell
-93
Closed -$5.17K – 5552
2023
Q4 		$5.17K Buy
93
+92
+9,200% +$4.8K ﹤0.01% 4436
2023
Q3 		$51 Hold
1
– – ﹤0.01% 4929
2023
Q2 		$53 Buy
+1
New +$52 ﹤0.01% 5012
2022
Q4 		– Sell
-1
Closed – – 5479
2022
Q3 		$0 Buy
+1
New +$49 ﹤0.01% 5161

Other funds holding JAVA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments's JAVA Position: Q3 2024 in Review

Fidelity Investments sold out of JPMorgan Active Value ETF (JAVA) in Q3 2024, closing a stake of 1 share — an estimated $59 sold.

Fidelity Investments first reported a position in JAVA in Q3 2022 and held it in 5 quarters. The position peaked at $5.17K in Q4 2023. 154 funds tracked by Wall St. Rank hold JAVA as of Q3 2024.

  • Fidelity Investments reported no remaining JPMorgan Active Value ETF position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 JPMorgan Active Value ETF share in Q3 2024, an estimated $59.
  • Fidelity Investments first reported a position in JPMorgan Active Value ETF in Q3 2022 and held it in 5 quarters.
  • Fidelity Investments's JPMorgan Active Value ETF position peaked at $5.17K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.