WWA
WCG Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Buy |
429,236
+16,603
| +4% | +$1.09M | 1.82% | 9 |
|
|
2025
Q1 | $26.2M | Buy |
412,633
+61,577
| +18% | +$3.91M | 1.99% | 7 |
|
|
2024
Q4 | $22.2M | Buy |
351,056
+225,290
| +179% | +$14.3M | 1.47% | 17 |
|
|
2024
Q3 | $8.06M | Buy |
125,766
+110,181
| +707% | +$7.06M | 0.54% | 52 |
|
|
2024
Q2 | $924K | Buy |
+15,585
| New | +$924K | 0.07% | 202 |
|