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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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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.