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

StoneCrest 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
2024
Q2 		– Sell
-28,653
Closed -$1.72M – 58
2024
Q1 		$1.72M Sell
28,653
-489
-2% -$27.7K 1.48% 21
2023
Q4 		$1.62M Buy
+29,142
New +$1.52M 1.55% 20

Other funds holding JAVA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM

StoneCrest Wealth Management's JAVA Position: Q2 2024 in Review

StoneCrest Wealth Management sold out of JPMorgan Active Value ETF (JAVA) in Q2 2024, closing a stake of 28,653 shares — an estimated $1.72M sold.

StoneCrest Wealth Management first reported a position in JAVA in Q4 2023 and held it in 2 quarters. The position peaked at $1.72M in Q1 2024. 157 funds tracked by Wall St. Rank hold JAVA as of Q2 2024.

  • StoneCrest Wealth Management reported no remaining JPMorgan Active Value ETF position as of Q2 2024 after selling out during the quarter.
  • StoneCrest Wealth Management sold 28,653 JPMorgan Active Value ETF shares in Q2 2024, an estimated $1.72M.
  • StoneCrest Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2023 and held it in 2 quarters.
  • StoneCrest Wealth Management's JPMorgan Active Value ETF position peaked at $1.72M in Q1 2024.
  • 157 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2024.

Based on StoneCrest Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.