FF
JAVA icon

FourThought Financial’s JPMorgan Active Value ETF JAVA Stock Holding History

FourThought Financial’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
2022
Q3 		$104K Buy
2,274
+705
+45% +$34.9K 0.02% 424
2022
Q2 		$75K Buy
+1,569
New +$80.2K 0.01% 505

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

FourThought Financial's JAVA Position: Q3 2022 in Review

FourThought Financial increased its JPMorgan Active Value ETF (JAVA) stake by 45% in Q3 2022, buying an estimated $34.9K and bringing the position to 2,274 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #424.

FourThought Financial first reported a position in JAVA in Q2 2022 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold JAVA as of Q3 2022.

  • FourThought Financial held 2,274 shares of JPMorgan Active Value ETF worth $104K as of Q3 2022.
  • FourThought Financial bought 705 JPMorgan Active Value ETF shares in Q3 2022, an estimated $34.9K.
  • JPMorgan Active Value ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #424 holding.
  • FourThought Financial first reported a position in JPMorgan Active Value ETF in Q2 2022 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.