Wealth Enhancement Advisory Services’s JPMorgan Active Value ETF JAVA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
30,535
+1,467
+5% +$98K ﹤0.01% 1335
2025
Q1
$1.85M Buy
29,068
+509
+2% +$32.3K ﹤0.01% 1284
2024
Q4
$1.81M Buy
28,559
+1,961
+7% +$124K ﹤0.01% 1225
2024
Q3
$1.7M Buy
26,598
+2,072
+8% +$133K ﹤0.01% 1136
2024
Q2
$1.45M Buy
24,526
+340
+1% +$20.1K ﹤0.01% 1119
2024
Q1
$1.45M Buy
24,186
+1,742
+8% +$104K ﹤0.01% 1091
2023
Q4
$1.25M Buy
22,444
+4,669
+26% +$260K ﹤0.01% 1075
2023
Q3
$911K Buy
+17,775
New +$911K ﹤0.01% 1140