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HMV Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

HMV Wealth Advisors’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
Q2 		– Sell
-6,209
Closed -$395K – 84
2025
Q1 		$395K Hold
6,209
– – 0.31% 58
2024
Q4 		$393K Buy
+6,209
New +$407K 0.39% 57

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

HMV Wealth Advisors's JAVA Position: Q2 2025 in Review

HMV Wealth Advisors sold out of JPMorgan Active Value ETF (JAVA) in Q2 2025, closing a stake of 6,209 shares — an estimated $395K sold.

HMV Wealth Advisors first reported a position in JAVA in Q4 2024 and held it in 2 quarters. The position peaked at $395K in Q1 2025. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

  • HMV Wealth Advisors reported no remaining JPMorgan Active Value ETF position as of Q2 2025 after selling out during the quarter.
  • HMV Wealth Advisors sold 6,209 JPMorgan Active Value ETF shares in Q2 2025, an estimated $395K.
  • HMV Wealth Advisors first reported a position in JPMorgan Active Value ETF in Q4 2024 and held it in 2 quarters.
  • HMV Wealth Advisors's JPMorgan Active Value ETF position peaked at $395K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

Based on HMV Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.