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

Financial Network 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 Q1	$181K	Buy	+2,861	New	+$186K	0.06%	122

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Network Wealth Management's JAVA Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in JPMorgan Active Value ETF (JAVA) in Q1 2025: 2,861 shares worth $181K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings.

205 funds tracked by Wall St. Rank hold JAVA as of Q1 2025.

Financial Network Wealth Management held 2,861 shares of JPMorgan Active Value ETF worth $181K as of Q1 2025.
JPMorgan Active Value ETF was a new Financial Network Wealth Management position in Q1 2025.
JPMorgan Active Value ETF made up 0.06% of Financial Network Wealth Management's portfolio in Q1 2025, its #122 holding.
205 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.