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Householder Group Estate & Retirement Specialist’s JPMorgan Active Value ETF JAVA Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$18K Hold
300
– – 0.01% 301
2024
Q3 		$19K Hold
300
– – 0.01% 694
2024
Q2 		$17K Buy
+300
New +$17.7K ﹤0.01% 711

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JAVA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its JPMorgan Active Value ETF (JAVA) position steady in Q4 2024 at 300 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #301.

Householder Group Estate & Retirement Specialist first reported a position in JAVA in Q2 2024 and has held it in 3 quarters since. The position peaked at $19K in Q3 2024. 191 funds tracked by Wall St. Rank hold JAVA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 300 shares of JPMorgan Active Value ETF worth $18K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its JPMorgan Active Value ETF share count unchanged in Q4 2024.
  • JPMorgan Active Value ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #301 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in JPMorgan Active Value ETF in Q2 2024 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's JPMorgan Active Value ETF position peaked at $19K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.