Spire Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25.1K Buy
384
+26
+7% +$1.7K ﹤0.01% 1428
2025
Q1
$22.8K Buy
358
+142
+66% +$9.03K ﹤0.01% 1564
2024
Q4
$13.7K Buy
216
+1
+0.5% +$63 ﹤0.01% 1750
2024
Q3
$13.8K Sell
215
-1
-0.5% -$64 ﹤0.01% 1548
2024
Q2
$12.8K Buy
216
+147
+213% +$8.7K ﹤0.01% 1573
2024
Q1
$4.13K Sell
69
-12
-15% -$719 ﹤0.01% 1973
2023
Q4
$4.47K Sell
81
-30
-27% -$1.65K ﹤0.01% 1982
2023
Q3
$5.69K Buy
111
+52
+88% +$2.67K ﹤0.01% 1911
2023
Q2
$3.14K Sell
59
-82
-58% -$4.36K ﹤0.01% 2111
2023
Q1
$7.26K Buy
+141
New +$7.26K ﹤0.01% 1947