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Principia Wealth Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History

Principia Wealth Advisory’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
Q1 		– Sell
-146
Closed -$9.24K – 887
2024
Q4 		$9.24K Buy
+146
New +$9.57K 0.01% 129

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principia Wealth Advisory's JAVA Position: Q1 2025 in Review

Principia Wealth Advisory sold out of JPMorgan Active Value ETF (JAVA) in Q1 2025, closing a stake of 146 shares — an estimated $9.24K sold.

Principia Wealth Advisory first reported a position in JAVA in Q4 2024 and held it in 1 quarter. The position peaked at $9.24K in Q4 2024. 206 funds tracked by Wall St. Rank hold JAVA as of Q1 2025.

  • Principia Wealth Advisory reported no remaining JPMorgan Active Value ETF position as of Q1 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 146 JPMorgan Active Value ETF shares in Q1 2025, an estimated $9.24K.
  • Principia Wealth Advisory first reported a position in JPMorgan Active Value ETF in Q4 2024 and held it in 1 quarter.
  • Principia Wealth Advisory's JPMorgan Active Value ETF position peaked at $9.24K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.