MHR
JAVA icon

Matthew Hamilton Rosenberg’s JPMorgan Active Value ETF JAVA Stock Holding History

Matthew Hamilton Rosenberg’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 		$3.23K Sell
45
-266
-86% -$19.7K ﹤0.01% 710
2025
Q4 		$22.3K Hold
311
– – ﹤0.01% 529
2025
Q3 		$21.4K Hold
311
– – ﹤0.01% 531
2025
Q2 		$20.4K Sell
311
-129
-29% -$8.05K ﹤0.01% 558
2025
Q1 		$28K Sell
440
-135
-23% -$8.76K 0.01% 496
2024
Q4 		$36.4K Sell
575
-132
-19% -$8.65K 0.01% 466
2024
Q3 		$45.3K Hold
707
– – 0.01% 442
2024
Q2 		$41.6K Hold
707
– – 0.01% 448
2024
Q1 		$42.2K Hold
707
– – 0.01% 448
2023
Q4 		$39.3K Buy
+707
New +$36.9K 0.01% 462

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