GWP
Gateway Wealth Partners’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
6,716
-2,811
| -30% | -$184K | 0.08% | 217 |
|
|
2025
Q1 | $605K | Buy |
9,527
+2,061
| +28% | +$131K | 0.14% | 156 |
|
|
2024
Q4 | $473K | Buy |
7,466
+1,895
| +34% | +$120K | 0.12% | 171 |
|
|
2024
Q3 | $357K | Sell |
5,571
-2,055
| -27% | -$132K | 0.1% | 186 |
|
|
2024
Q2 | $452K | Buy |
7,626
+850
| +13% | +$50.4K | 0.14% | 157 |
|
|
2024
Q1 | $406K | Buy |
6,776
+2,348
| +53% | +$141K | 0.15% | 138 |
|
|
2023
Q4 | $246K | Buy |
+4,428
| New | +$246K | 0.1% | 179 |
|