UL
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Unionview LLC’s JPMorgan Active Value ETF JAVA Stock Holding History

Unionview LLC’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
Q4 		$8.52M Buy
134,443
+3,343
+3% +$219K 6.25% 4
2024
Q3 		$8.4M Buy
131,100
+3,794
+3% +$233K 6.54% 3
2024
Q2 		$7.54M Buy
127,306
+2,793
+2% +$165K 6.16% 3
2024
Q1 		$7.46M Buy
+124,513
New +$7.07M 6.17% 5

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Unionview LLC's JAVA Position: Q4 2024 in Review

Unionview LLC increased its JPMorgan Active Value ETF (JAVA) stake by 2.5% in Q4 2024, buying an estimated $219K and bringing the position to 134,443 shares worth $8.52M. The position accounts for 6.25% of the portfolio, ranked #4.

Unionview LLC first reported a position in JAVA in Q1 2024 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold JAVA as of Q4 2024.

  • Unionview LLC held 134,443 shares of JPMorgan Active Value ETF worth $8.52M as of Q4 2024.
  • Unionview LLC bought 3,343 JPMorgan Active Value ETF shares in Q4 2024, an estimated $219K.
  • JPMorgan Active Value ETF made up 6.25% of Unionview LLC's portfolio in Q4 2024, its #4 holding.
  • Unionview LLC first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.