LGWM
Litman Gregory 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 | $746K | Sell |
11,385
-1,611
| -12% | -$106K | 0.06% | 79 |
|
|
2025
Q1 | $826K | Sell |
12,996
-2,860
| -18% | -$182K | 0.07% | 78 |
|
|
2024
Q4 | $1M | Buy |
15,856
+2,211
| +16% | +$140K | 0.09% | 71 |
|
|
2024
Q3 | $874K | Buy |
13,645
+1,956
| +17% | +$125K | 0.07% | 74 |
|
|
2024
Q2 | $693K | Sell |
11,689
-2,036
| -15% | -$121K | 0.06% | 78 |
|
|
2024
Q1 | $822K | Buy |
13,725
+2,420
| +21% | +$145K | 0.07% | 76 |
|
|
2023
Q4 | $629K | Sell |
11,305
-495
| -4% | -$27.5K | 0.06% | 79 |
|
|
2023
Q3 | $605K | Hold |
11,800
| – | – | 0.06% | 80 |
|
|
2023
Q2 | $627K | Buy |
+11,800
| New | +$627K | 0.08% | 53 |
|
|
2023
Q1 | – | Sell |
-12,585
| Closed | -$645K | – | 73 |
|
|
2022
Q4 | $645K | Hold |
12,585
| – | – | 0.09% | 54 |
|
|
2022
Q3 | $576K | Hold |
12,585
| – | – | 0.09% | 48 |
|
|
2022
Q2 | $600K | Sell |
12,585
-1,955
| -13% | -$93.2K | 0.09% | 60 |
|
|
2022
Q1 | $785K | Buy |
+14,540
| New | +$785K | 0.11% | 51 |
|