Grove Bank & Trust’s JPMorgan Active Value ETF JAVA Stock Holding History

Grove Bank & Trust’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
2023 Q4	–	Sell	-200	Closed	-$10.3K	–	649
2023 Q3	$10.3K	Buy	+200	New	+$10.7K	﹤0.01%	516

Other funds holding JAVA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Grove Bank & Trust's JAVA Position: Q4 2023 in Review

Grove Bank & Trust sold out of JPMorgan Active Value ETF (JAVA) in Q4 2023, closing a stake of 200 shares — an estimated $10.3K sold.

Grove Bank & Trust first reported a position in JAVA in Q3 2023 and held it in 1 quarter. The position peaked at $10.3K in Q3 2023. 117 funds tracked by Wall St. Rank hold JAVA as of Q4 2023.

Grove Bank & Trust reported no remaining JPMorgan Active Value ETF position as of Q4 2023 after selling out during the quarter.
Grove Bank & Trust sold 200 JPMorgan Active Value ETF shares in Q4 2023, an estimated $10.3K.
Grove Bank & Trust first reported a position in JPMorgan Active Value ETF in Q3 2023 and held it in 1 quarter.
Grove Bank & Trust's JPMorgan Active Value ETF position peaked at $10.3K in Q3 2023.
117 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.