GRP
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Global Retirement Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Global Retirement 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
2025
Q4 		$6.3M Buy
87,835
+7,817
+10% +$548K 0.11% 173
2025
Q3 		$5.52M Buy
80,018
+13,925
+21% +$935K 0.12% 152
2025
Q2 		$4.33M Buy
+66,093
New +$4.13M 0.11% 176
2024
Q4 		$19.8K Buy
313
+298
+1,987% +$19.5K ﹤0.01% 2088
2024
Q3 		$961 Sell
15
-6,374
-100% -$392K ﹤0.01% 3152
2024
Q2 		$379K Sell
6,389
-577
-8% -$34K 0.01% 685
2024
Q1 		$417K Buy
6,966
+115
+2% +$6.53K 0.02% 574
2023
Q4 		$375K Sell
6,851
-1,425
-17% -$74.3K 0.02% 556
2023
Q3 		$415K Sell
8,276
-213
-3% -$11.4K 0.02% 479
2023
Q2 		$451K Buy
8,489
+76
+0.9% +$3.93K 0.02% 460
2023
Q1 		$430K Buy
+8,413
New +$439K 0.02% 457

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return