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Triad Wealth Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.19M Buy
33,467
+13,931
+71% +$912K 0.44% 49
2025
Q1
$1.24M Buy
19,536
+11,070
+131% +$703K 0.39% 44
2024
Q4
$536K Buy
+8,466
New +$536K 0.19% 83