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 |
|