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OWP
Obermeyer Wealth Partners’s
JPMorgan Active Value ETF
JAVA
Stock Holding History
Obermeyer Wealth Partners’s Portfolio
JAVA Stock Details
JAVA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$601K
Hold
8,372
–
–
0.03%
157
2025
Q4
$600K
Hold
8,372
–
–
0.03%
153
2025
Q3
$577K
Hold
8,372
–
–
0.03%
150
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
+$494K
0.03%
145
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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