RDFA
Ritter Daniher Financial Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
30,062
-4,398
| -13% | -$288K | 0.48% | 20 |
|
|
2025
Q1 | $2.19M | Sell |
34,460
-82,050
| -70% | -$5.21M | 0.6% | 19 |
|
|
2024
Q4 | $7.38M | Sell |
116,510
-123,293
| -51% | -$7.8M | 2.08% | 13 |
|
|
2024
Q3 | $15.4M | Buy |
239,803
+27,220
| +13% | +$1.74M | 4.47% | 7 |
|
|
2024
Q2 | $12.6M | Buy |
212,583
+81,334
| +62% | +$4.82M | 4.01% | 7 |
|
|
2024
Q1 | $7.86M | Buy |
131,249
+116,931
| +817% | +$7M | 2.6% | 10 |
|
|
2023
Q4 | $796K | Buy |
+14,318
| New | +$796K | 0.3% | 33 |
|
|
2023
Q3 | – | Sell |
-670
| Closed | -$35.6K | – | 368 |
|
|
2023
Q2 | $35.6K | Buy |
+670
| New | +$35.6K | 0.01% | 156 |
|