ICA Group Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

ICA Group Wealth Management’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 Q2	$17.8K	Buy	+300	New	+$17.7K	0.01%	377

Other funds holding JAVA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

ICA Group Wealth Management's JAVA Position: Q2 2024 in Review

ICA Group Wealth Management opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2024: 300 shares worth $17.8K. The stake represents 0.01% of the portfolio and ranks #377 among its holdings.

157 funds tracked by Wall St. Rank hold JAVA as of Q2 2024.

ICA Group Wealth Management held 300 shares of JPMorgan Active Value ETF worth $17.8K as of Q2 2024.
JPMorgan Active Value ETF was a new ICA Group Wealth Management position in Q2 2024.
JPMorgan Active Value ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #377 holding.
157 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.