IFP Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
18,664
+7,989
| +75% | +$523K | 0.03% | 518 |
|
|
2025
Q1 | $678K | Buy |
10,675
+279
| +3% | +$17.7K | 0.02% | 670 |
|
|
2024
Q4 | $658K | Buy |
10,396
+580
| +6% | +$36.7K | 0.02% | 644 |
|
|
2024
Q3 | $629K | Buy |
9,816
+788
| +9% | +$50.5K | 0.02% | 610 |
|
|
2024
Q2 | $535K | Buy |
9,028
+48
| +0.5% | +$2.85K | 0.02% | 632 |
|
|
2024
Q1 | $538K | Buy |
8,980
+1,195
| +15% | +$71.6K | 0.02% | 582 |
|
|
2023
Q4 | $433K | Buy |
7,785
+5,491
| +239% | +$305K | 0.02% | 624 |
|
|
2023
Q3 | $118K | Buy |
2,294
+1,049
| +84% | +$53.8K | 0.01% | 1191 |
|
|
2023
Q2 | $66.2K | Buy |
1,245
+304
| +32% | +$16.2K | ﹤0.01% | 1492 |
|
|
2023
Q1 | $47.1K | Buy |
+941
| New | +$47.1K | ﹤0.01% | 1608 |
|