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

Spire Wealth Management’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
2026 Q2	$34.4K	Buy	433 +1	+0.2%	+$76	﹤0.01%	1280
2026 Q1	$31K	Buy	432 +3	+0.7%	+$223	﹤0.01%	1301
2025 Q4	$30.8K	Buy	429 +34	+9%	+$2.38K	﹤0.01%	1328
2025 Q3	$27.3K	Buy	395 +11	+3%	+$738	﹤0.01%	1423
2025 Q2	$25.1K	Buy	384 +26	+7%	+$1.62K	﹤0.01%	1428
2025 Q1	$22.8K	Buy	358 +142	+66%	+$9.22K	﹤0.01%	1564
2024 Q4	$13.7K	Buy	216 +1	+0.5%	+$66	﹤0.01%	1750
2024 Q3	$13.8K	Sell	215 -1	-0.5%	-$61	﹤0.01%	1548
2024 Q2	$12.8K	Buy	216 +147	+213%	+$8.67K	﹤0.01%	1573
2024 Q1	$4.13K	Sell	69 -12	-15%	-$681	﹤0.01%	1973
2023 Q4	$4.47K	Sell	81 -30	-27%	-$1.56K	﹤0.01%	1982
2023 Q3	$5.69K	Buy	111 +52	+88%	+$2.77K	﹤0.01%	1911
2023 Q2	$3.14K	Sell	59 -82	-58%	-$4.24K	﹤0.01%	2112
2023 Q1	$7.26K	Buy	+141	New	+$7.36K	﹤0.01%	1948

Other funds holding JAVA

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

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return