Litman Gregory Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $739K | Sell |
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|
2025
Q2 | $746K | Sell |
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|
2025
Q1 | $826K | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $874K | Buy |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $822K | Buy |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $605K | Hold |
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|
2023
Q2 | $627K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $645K | Hold |
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|
2022
Q3 | $576K | Hold |
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|
2022
Q2 | $600K | Sell |
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|
2022
Q1 | $785K | Buy |
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