SMC
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Smith, Moore & Co’s JPMorgan Active Value ETF JAVA Stock Holding History

Smith, Moore & Co’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
Q1 		– Sell
-3,449
Closed -$218K – 494
2024
Q4 		$218K Buy
+3,449
New +$226K 0.02% 442

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Smith, Moore & Co's JAVA Position: Q1 2025 in Review

Smith, Moore & Co sold out of JPMorgan Active Value ETF (JAVA) in Q1 2025, closing a stake of 3,449 shares — an estimated $218K sold.

Smith, Moore & Co first reported a position in JAVA in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 205 funds tracked by Wall St. Rank hold JAVA as of Q1 2025.

  • Smith, Moore & Co reported no remaining JPMorgan Active Value ETF position as of Q1 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 3,449 JPMorgan Active Value ETF shares in Q1 2025, an estimated $218K.
  • Smith, Moore & Co first reported a position in JPMorgan Active Value ETF in Q4 2024 and held it in 1 quarter.
  • Smith, Moore & Co's JPMorgan Active Value ETF position peaked at $218K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2025.

Based on Smith, Moore & Co's 13F filing for Q1 2025, filed 15 May 2025.