KPP Advisory Services’s JPMorgan Active Value ETF JAVA Stock Holding History

KPP Advisory Services’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	–	Sell	-8,472	Closed	-$507K	–	248
2024 Q1	$507K	Buy	+8,472	New	+$481K	0.14%	128
2023 Q4	–	Sell	-30,008	Closed	-$1.54M	–	175
2023 Q3	$1.54M	Buy	+30,008	New	+$1.6M	0.51%	49

Other funds holding JAVA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

KPP Advisory Services's JAVA Position: Q2 2024 in Review

KPP Advisory Services sold out of JPMorgan Active Value ETF (JAVA) in Q2 2024, closing a stake of 8,472 shares — an estimated $507K sold.

KPP Advisory Services first reported a position in JAVA in Q3 2023 and held it in 2 quarters. The position peaked at $1.54M in Q3 2023. 157 funds tracked by Wall St. Rank hold JAVA as of Q2 2024.

KPP Advisory Services reported no remaining JPMorgan Active Value ETF position as of Q2 2024 after selling out during the quarter.
KPP Advisory Services sold 8,472 JPMorgan Active Value ETF shares in Q2 2024, an estimated $507K.
KPP Advisory Services first reported a position in JPMorgan Active Value ETF in Q3 2023 and held it in 2 quarters.
KPP Advisory Services's JPMorgan Active Value ETF position peaked at $1.54M in Q3 2023.
157 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2024.

Based on KPP Advisory Services's 13F filing for Q2 2024, filed 27 Aug 2024.