FDW
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Fourth Dimension Wealth’s JPMorgan Active Value ETF JAVA Stock Holding History

Fourth Dimension Wealth’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
-100
Closed -$6.35K – 627
2025
Q1 		$6.35K Hold
100
– – ﹤0.01% 470
2024
Q4 		$6.33K Buy
+100
New +$6.55K ﹤0.01% 482

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

Fourth Dimension Wealth's JAVA Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of JPMorgan Active Value ETF (JAVA) in Q2 2025, closing a stake of 100 shares — an estimated $6.35K sold.

Fourth Dimension Wealth first reported a position in JAVA in Q4 2024 and held it in 2 quarters. The position peaked at $6.35K in Q1 2025. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining JPMorgan Active Value ETF position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 100 JPMorgan Active Value ETF shares in Q2 2025, an estimated $6.35K.
  • Fourth Dimension Wealth first reported a position in JPMorgan Active Value ETF in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's JPMorgan Active Value ETF position peaked at $6.35K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

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