Steward Partners Investment Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Sell |
2,704
-77
| -3% | -$5.04K | ﹤0.01% | 1811 |
|
|
2025
Q1 | $177K | Buy |
2,781
+689
| +33% | +$43.8K | ﹤0.01% | 1713 |
|
|
2024
Q4 | $132K | Buy |
2,092
+515
| +33% | +$32.6K | ﹤0.01% | 1834 |
|
|
2024
Q3 | $101K | Sell |
1,577
-82
| -5% | -$5.25K | ﹤0.01% | 1868 |
|
|
2024
Q2 | $98.3K | Buy |
1,659
+1,030
| +164% | +$61K | ﹤0.01% | 1786 |
|
|
2024
Q1 | $37.7K | Sell |
629
-3,480
| -85% | -$209K | ﹤0.01% | 2241 |
|
|
2023
Q4 | $229K | Buy |
4,109
+3,486
| +560% | +$194K | ﹤0.01% | 1323 |
|
|
2023
Q3 | $31.9K | Hold |
623
| – | – | ﹤0.01% | 2110 |
|
|
2023
Q2 | $33.1K | Sell |
623
-5,383
| -90% | -$286K | ﹤0.01% | 2055 |
|
|
2023
Q1 | $309K | Buy |
6,006
+1,123
| +23% | +$57.8K | ﹤0.01% | 1098 |
|
|
2022
Q4 | $250K | Buy |
+4,883
| New | +$250K | ﹤0.01% | 1150 |
|