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

Winch Advisory Services’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
Q3 		– Sell
-177
Closed -$10.5K – 474
2024
Q2 		$10.5K Sell
177
-103
-37% -$6.08K ﹤0.01% 257
2024
Q1 		$16.8K Hold
280
– – 0.01% 223
2023
Q4 		$15.5K Buy
+280
New +$14.6K 0.01% 221

Other funds holding JAVA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Winch Advisory Services's JAVA Position: Q3 2024 in Review

Winch Advisory Services sold out of JPMorgan Active Value ETF (JAVA) in Q3 2024, closing a stake of 177 shares — an estimated $10.5K sold.

Winch Advisory Services first reported a position in JAVA in Q4 2023 and held it in 3 quarters. The position peaked at $16.8K in Q1 2024. 154 funds tracked by Wall St. Rank hold JAVA as of Q3 2024.

  • Winch Advisory Services reported no remaining JPMorgan Active Value ETF position as of Q3 2024 after selling out during the quarter.
  • Winch Advisory Services sold 177 JPMorgan Active Value ETF shares in Q3 2024, an estimated $10.5K.
  • Winch Advisory Services first reported a position in JPMorgan Active Value ETF in Q4 2023 and held it in 3 quarters.
  • Winch Advisory Services's JPMorgan Active Value ETF position peaked at $16.8K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.