Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Northwestern Mutual Wealth Management’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	$7.85M	Buy	109,423 +11,313	+12%	+$840K	﹤0.01%	664
2025 Q4	$7.04M	Buy	98,110 +4,757	+5%	+$334K	﹤0.01%	660
2025 Q3	$6.44M	Buy	93,353 +79,145	+557%	+$5.31M	﹤0.01%	655
2025 Q2	$931K	Buy	14,208 +9,675	+213%	+$604K	﹤0.01%	1187
2025 Q1	$288K	Buy	4,533 +3,694	+440%	+$240K	﹤0.01%	1522
2024 Q4	$53.1K	Buy	839 +812	+3,007%	+$53.2K	﹤0.01%	2166
2024 Q3	$1.73K	Buy	+27	New	+$1.66K	﹤0.01%	3146
2023 Q4	–	Sell	-13	Closed	-$666	–	3575
2023 Q3	$666	Buy	+13	New	+$694	﹤0.01%	3086

Other funds holding JAVA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

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