PSI Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

PSI Advisors’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	-208	Closed	-$13.1K	–	851
2024 Q4	$13.1K	Buy	208 +1	+0.5%	+$66	﹤0.01%	484
2024 Q3	$13.2K	Buy	207 +1	+0.5%	+$61	﹤0.01%	490
2024 Q2	$12.2K	Buy	206 +1	+0.5%	+$59	﹤0.01%	481
2024 Q1	$12.3K	Hold	205	–	–	﹤0.01%	457
2023 Q4	$11.4K	Buy	205 +2	+1%	+$104	﹤0.01%	493
2023 Q3	$10.4K	Buy	203 +1	+0.5%	+$53	﹤0.01%	480
2023 Q2	$10.8K	Buy	202 +1	+0.5%	+$52	﹤0.01%	475
2023 Q1	$10.4K	Hold	201	–	–	0.01%	426
2022 Q4	$10.3K	Buy	+201	New	+$10.2K	0.01%	423

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

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

SWP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PSI Advisors's JAVA Position: Q1 2025 in Review

PSI Advisors sold out of JPMorgan Active Value ETF (JAVA) in Q1 2025, closing a stake of 208 shares — an estimated $13.1K sold.

PSI Advisors first reported a position in JAVA in Q4 2022 and held it in 9 quarters. The position peaked at $13.2K in Q3 2024. 205 funds tracked by Wall St. Rank hold JAVA as of Q1 2025.

PSI Advisors reported no remaining JPMorgan Active Value ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 208 JPMorgan Active Value ETF shares in Q1 2025, an estimated $13.1K.
PSI Advisors first reported a position in JPMorgan Active Value ETF in Q4 2022 and held it in 9 quarters.
PSI Advisors's JPMorgan Active Value ETF position peaked at $13.2K in Q3 2024.
205 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.