Siligmueller & Norvid Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	–	Sell	-11,029	Closed	-$728K	–	201
2025 Q2	$728K	Buy	11,029 +1,029	+10%	+$64.3K	0.28%	54
2025 Q1	$635K	Hold	10,000	–	–	0.27%	60
2024 Q4	$633K	Buy	+10,000	New	+$655K	0.27%	61

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

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

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

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's JAVA Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of JPMorgan Active Value ETF (JAVA) in Q3 2025, closing a stake of 11,029 shares — an estimated $728K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in JAVA in Q4 2024 and held it in 3 quarters. The position peaked at $728K in Q2 2025. 222 funds tracked by Wall St. Rank hold JAVA as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining JPMorgan Active Value ETF position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 11,029 JPMorgan Active Value ETF shares in Q3 2025, an estimated $728K.
Siligmueller & Norvid Wealth Advisors first reported a position in JPMorgan Active Value ETF in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's JPMorgan Active Value ETF position peaked at $728K in Q2 2025.
222 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.