RFN
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RDA Financial Network’s JPMorgan Active Value ETF JAVA Stock Holding History

RDA Financial Network’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
2024
Q3 		– Sell
-3,393
Closed -$201K – 235
2024
Q2 		$201K Sell
3,393
-64
-2% -$3.77K 0.07% 223
2024
Q1 		$207K Buy
+3,457
New +$196K 0.07% 217

Other funds holding JAVA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RDA Financial Network's JAVA Position: Q3 2024 in Review

RDA Financial Network sold out of JPMorgan Active Value ETF (JAVA) in Q3 2024, closing a stake of 3,393 shares — an estimated $201K sold.

RDA Financial Network first reported a position in JAVA in Q1 2024 and held it in 2 quarters. The position peaked at $207K in Q1 2024. 154 funds tracked by Wall St. Rank hold JAVA as of Q3 2024.

  • RDA Financial Network reported no remaining JPMorgan Active Value ETF position as of Q3 2024 after selling out during the quarter.
  • RDA Financial Network sold 3,393 JPMorgan Active Value ETF shares in Q3 2024, an estimated $201K.
  • RDA Financial Network first reported a position in JPMorgan Active Value ETF in Q1 2024 and held it in 2 quarters.
  • RDA Financial Network's JPMorgan Active Value ETF position peaked at $207K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2024.

Based on RDA Financial Network's 13F filing for Q3 2024, filed 15 Oct 2024.