Firethorn Wealth Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Firethorn Wealth Partners’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
2026 Q2	$418K	Sell	5,267 -2,185	-29%	-$167K	0.13%	136
2026 Q1	$535K	Sell	7,452 -171	-2%	-$12.7K	0.2%	107
2025 Q4	$547K	Sell	7,623 -224	-3%	-$15.7K	0.2%	100
2025 Q3	$541K	Sell	7,847 -24	-0.3%	-$1.61K	0.21%	98
2025 Q2	$516K	Buy	7,871 +684	+10%	+$42.7K	0.22%	96
2025 Q1	$457K	Buy	7,187 +523	+8%	+$34K	0.22%	100
2024 Q4	$422K	Buy	6,664 +466	+8%	+$30.5K	0.21%	94
2024 Q3	$397K	Buy	6,198 +2,508	+68%	+$154K	0.2%	97
2024 Q2	$219K	Buy	3,690 +320	+9%	+$18.9K	0.12%	130
2024 Q1	$202K	Buy	+3,370	New	+$191K	0.12%	133

Other funds holding JAVA

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return