IHT Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
6,639
+3,305
| +99% | +$216K | 0.01% | 743 |
|
|
2025
Q1 | $211K | Sell |
3,334
-1,069
| -24% | -$67.5K | 0.01% | 1009 |
|
|
2024
Q4 | $279K | Sell |
4,403
-11,412
| -72% | -$722K | 0.01% | 878 |
|
|
2024
Q3 | $1.05M | Buy |
15,815
+1,039
| +7% | +$69.1K | 0.03% | 489 |
|
|
2024
Q2 | $886K | Sell |
14,776
-9,517
| -39% | -$570K | 0.03% | 462 |
|
|
2024
Q1 | $1.45M | Buy |
24,293
+1,378
| +6% | +$82.5K | 0.06% | 331 |
|
|
2023
Q4 | $1.27M | Buy |
+22,915
| New | +$1.27M | 0.06% | 326 |
|