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

Gateway 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
Q1 		$817K Buy
11,390
+5,817
+104% +$432K 0.03% 422
2025
Q4 		$400K Buy
5,573
+612
+12% +$42.9K 0.04% 305
2025
Q3 		$342K Sell
4,961
-1,755
-26% -$118K 0.05% 294
2025
Q2 		$440K Sell
6,716
-2,811
-30% -$176K 0.08% 217
2025
Q1 		$605K Buy
9,527
+2,061
+28% +$134K 0.14% 156
2024
Q4 		$473K Buy
7,466
+1,895
+34% +$124K 0.12% 171
2024
Q3 		$357K Sell
5,571
-2,055
-27% -$126K 0.1% 186
2024
Q2 		$452K Buy
7,626
+850
+13% +$50.1K 0.14% 157
2024
Q1 		$406K Buy
6,776
+2,348
+53% +$133K 0.15% 138
2023
Q4 		$246K Buy
+4,428
New +$231K 0.1% 179

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DWM
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SWP
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Ameriprise
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OCA
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Morgan Stanley
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return