OWP
Obermeyer Wealth Partners’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Hold |
8,372
| – | – | 0.03% | 151 |
|
|
2025
Q1 | $532K | Hold |
8,372
| – | – | 0.03% | 146 |
|
|
2024
Q4 | $530K | Hold |
8,372
| – | – | 0.03% | 143 |
|
|
2024
Q3 | $536K | Hold |
8,372
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $496K | Buy |
+8,372
| New | +$496K | 0.03% | 145 |
|