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Total Investment Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Total Investment 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
2025
Q3 		– Sell
-607
Closed -$39.8K – 465
2025
Q2 		$39.8K Buy
+607
New +$37.9K 0.01% 188

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Total Investment Management's JAVA Position: Q3 2025 in Review

Total Investment Management sold out of JPMorgan Active Value ETF (JAVA) in Q3 2025, closing a stake of 607 shares — an estimated $39.8K sold.

Total Investment Management first reported a position in JAVA in Q2 2025 and held it in 1 quarter. The position peaked at $39.8K in Q2 2025. 222 funds tracked by Wall St. Rank hold JAVA as of Q3 2025.

  • Total Investment Management reported no remaining JPMorgan Active Value ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 607 JPMorgan Active Value ETF shares in Q3 2025, an estimated $39.8K.
  • Total Investment Management first reported a position in JPMorgan Active Value ETF in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's JPMorgan Active Value ETF position peaked at $39.8K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.