N.E.W. Advisory Services’s JPMorgan Active Value ETF JAVA Stock Holding History

N.E.W. 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
2025 Q2	–	Sell	-800	Closed	-$50.8K	–	880
2025 Q1	$50.8K	Buy	+800	New	+$51.9K	﹤0.01%	355

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

N.E.W. Advisory Services's JAVA Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of JPMorgan Active Value ETF (JAVA) in Q2 2025, closing a stake of 800 shares — an estimated $50.8K sold.

N.E.W. Advisory Services first reported a position in JAVA in Q1 2025 and held it in 1 quarter. The position peaked at $50.8K in Q1 2025. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

N.E.W. Advisory Services reported no remaining JPMorgan Active Value ETF position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 800 JPMorgan Active Value ETF shares in Q2 2025, an estimated $50.8K.
N.E.W. Advisory Services first reported a position in JPMorgan Active Value ETF in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's JPMorgan Active Value ETF position peaked at $50.8K in Q1 2025.
227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.