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Heritage Wealth Management (Ohio)’s JPMorgan Active Value ETF JAVA Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio JAVA Stock Details JAVA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.66M Buy
25,358
+7,419
+41% +$486K 0.54% 49
2025
Q1 		$1.14M Buy
17,939
+4,706
+36% +$299K 0.39% 66
2024
Q4 		$838K Buy
+13,233
New +$838K 0.28% 94