IWM
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IHT Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

IHT 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
2026
Q1 		$444K Buy
+6,187
New +$459K 0.01% 867
2025
Q3 		– Sell
-6,639
Closed -$435K – 1202
2025
Q2 		$435K Buy
6,639
+3,305
+99% +$206K 0.01% 743
2025
Q1 		$211K Sell
3,334
-1,069
-24% -$69.4K 0.01% 1009
2024
Q4 		$279K Sell
4,403
-11,412
-72% -$748K 0.01% 878
2024
Q3 		$1.05M Buy
15,815
+1,039
+7% +$63.9K 0.03% 489
2024
Q2 		$886K Sell
14,776
-9,517
-39% -$561K 0.03% 462
2024
Q1 		$1.45M Buy
24,293
+1,378
+6% +$78.2K 0.06% 331
2023
Q4 		$1.27M Buy
+22,915
New +$1.2M 0.06% 326

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return