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Riggs Asset Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Riggs Asset Management’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
Q1 		– Sell
-39
Closed -$2.17K – 663
2023
Q4 		$2.17K Hold
39
– – ﹤0.01% 333
2023
Q3 		$2K Buy
+39
New +$2.08K ﹤0.01% 346

Other funds holding JAVA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM

Riggs Asset Management's JAVA Position: Q1 2024 in Review

Riggs Asset Management sold out of JPMorgan Active Value ETF (JAVA) in Q1 2024, closing a stake of 39 shares — an estimated $2.17K sold.

Riggs Asset Management first reported a position in JAVA in Q3 2023 and held it in 2 quarters. The position peaked at $2.17K in Q4 2023. 137 funds tracked by Wall St. Rank hold JAVA as of Q1 2024.

  • Riggs Asset Management reported no remaining JPMorgan Active Value ETF position as of Q1 2024 after selling out during the quarter.
  • Riggs Asset Management sold 39 JPMorgan Active Value ETF shares in Q1 2024, an estimated $2.17K.
  • Riggs Asset Management first reported a position in JPMorgan Active Value ETF in Q3 2023 and held it in 2 quarters.
  • Riggs Asset Management's JPMorgan Active Value ETF position peaked at $2.17K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2024.

Based on Riggs Asset Management's 13F filing for Q1 2024, filed 3 May 2024.