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WR Wealth Planners’s JPMorgan Active Value ETF JAVA Stock Holding History

WR Wealth Planners’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
Q4 		$115K Buy
+1,822
New +$119K 0.04% 210

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's JAVA Position: Q4 2024 in Review

WR Wealth Planners opened a new position in JPMorgan Active Value ETF (JAVA) in Q4 2024: 1,822 shares worth $115K. The stake represents 0.04% of the portfolio and ranks #210 among its holdings.

191 funds tracked by Wall St. Rank hold JAVA as of Q4 2024.

  • WR Wealth Planners held 1,822 shares of JPMorgan Active Value ETF worth $115K as of Q4 2024.
  • JPMorgan Active Value ETF was a new WR Wealth Planners position in Q4 2024.
  • JPMorgan Active Value ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #210 holding.
  • 191 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.