VWA
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Visionary Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Visionary Wealth Advisors’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
2026
Q1 		$365K Hold
5,086
– – 0.02% 475
2025
Q4 		$365K Hold
5,086
– – 0.02% 456
2025
Q3 		$351K Sell
5,086
-645
-11% -$43.3K 0.02% 464
2025
Q2 		$375K Sell
5,731
-3,225
-36% -$201K 0.02% 414
2025
Q1 		$569K Sell
8,956
-23,880
-73% -$1.55M 0.03% 322
2024
Q4 		$2.08M Sell
32,836
-28,272
-46% -$1.85M 0.12% 160
2024
Q3 		$3.92M Sell
61,108
-10,812
-15% -$665K 0.24% 109
2024
Q2 		$4.26M Buy
71,920
+1,323
+2% +$78K 0.28% 93
2024
Q1 		$4.23M Buy
70,597
+611
+0.9% +$34.7K 0.29% 93
2023
Q4 		$3.89M Sell
69,986
-1,506
-2% -$78.5K 0.29% 97
2023
Q3 		$3.66M Buy
+71,492
New +$3.81M 0.3% 93

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return