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MONECO Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

MONECO Advisors’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 		$688K Buy
9,590
+290
+3% +$21.5K 0.05% 253
2025
Q4 		$667K Buy
9,300
+143
+2% +$10K 0.05% 255
2025
Q3 		$631K Buy
9,157
+190
+2% +$12.8K 0.05% 264
2025
Q2 		$587K Buy
8,967
+52
+0.6% +$3.25K 0.05% 264
2025
Q1 		$566K Buy
8,915
+1,315
+17% +$85.4K 0.06% 258
2024
Q4 		$481K Buy
7,600
+1,722
+29% +$113K 0.05% 281
2024
Q3 		$377K Buy
5,878
+1,080
+23% +$66.4K 0.05% 303
2024
Q2 		$284K Buy
+4,798
New +$283K 0.04% 331

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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 $431B 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 $528B AUM 27.57% 1-Year Est. Return