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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-28,653
Closed -$1.72M 58
2024
Q1
$1.72M Sell
28,653
-489
-2% -$29.3K 1.48% 21
2023
Q4
$1.62M Buy
+29,142
New +$1.62M 1.55% 20