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Priebe Wealth Holdings’s JPMorgan Active Value ETF JAVA Stock Holding History

Priebe Wealth Holdings’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 		$2.13M Sell
32,577
-1,936
-6% -$121K 1.85% 13
2025
Q1 		$2.19M Buy
34,513
+6,700
+24% +$435K 1.37% 13
2024
Q4 		$1.76M Buy
27,813
+8,050
+41% +$528K 1.19% 14
2024
Q3 		$1.27M Buy
19,763
+3,000
+18% +$184K 0.92% 17
2024
Q2 		$993K Buy
16,763
+2,250
+16% +$133K 0.79% 19
2024
Q1 		$869K Buy
14,513
+1,650
+13% +$93.6K 0.68% 20
2023
Q4 		$715K Buy
+12,863
New +$671K 0.59% 25

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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

Priebe Wealth Holdings's JAVA Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its JPMorgan Active Value ETF (JAVA) stake by 5.6% in Q2 2025, selling an estimated $121K and leaving 32,577 shares worth $2.13M. The position accounts for 1.85% of the portfolio, ranked #13.

Priebe Wealth Holdings first reported a position in JAVA in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.19M in Q1 2025. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

  • Priebe Wealth Holdings held 32,577 shares of JPMorgan Active Value ETF worth $2.13M as of Q2 2025.
  • Priebe Wealth Holdings sold 1,936 JPMorgan Active Value ETF shares in Q2 2025, an estimated $121K.
  • JPMorgan Active Value ETF made up 1.85% of Priebe Wealth Holdings's portfolio in Q2 2025, its #13 holding.
  • Priebe Wealth Holdings first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 7 quarters since.
  • Priebe Wealth Holdings's JPMorgan Active Value ETF position peaked at $2.19M in Q1 2025.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.