Worth Financial Advisory Group’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
9,465
+535
| +6% | +$35K | 0.38% | 62 |
|
|
2025
Q1 | $567K | Buy |
8,930
+1,578
| +21% | +$100K | 0.36% | 69 |
|
|
2024
Q4 | $465K | Buy |
7,352
+660
| +10% | +$41.8K | 0.29% | 82 |
|
|
2024
Q3 | $429K | Buy |
6,692
+3,192
| +91% | +$205K | 0.25% | 94 |
|
|
2024
Q2 | $207K | Hold |
3,500
| – | – | 0.14% | 142 |
|
|
2024
Q1 | $210K | Buy |
+3,500
| New | +$210K | 0.15% | 131 |
|