Ownership history in Avior Wealth Management, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in JPMORGAN ACTIVE VALUE ETF (JAVA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,020,642 | -46,785 | -4.4% | 2.28% | $73.2M | $71.72 |
| 2025 Q3 | ADDED | 1,067,427 | +5,738 | +0.5% | 2.37% | $73.6M | $68.68 |
| 2025 Q2 | ADDED | 1,061,689 | +47,642 | +4.7% | 2.40% | $69.5M | $64.99 |
| 2025 Q1 | ADDED | 1,014,047 | +53,958 | +5.6% | 2.45% | $64.4M | $62.81 |
| 2024 Q4 | REDUCED | 960,089 | -6,039 | -0.6% | 2.22% | $60.8M | $62.41 |
| 2024 Q3 | ADDED | 966,128 | +73,455 | +8.2% | 2.46% | $61.9M | $62.92 |
| 2024 Q2 | ADDED | 892,673 | +153,269 | +20.7% | 2.27% | $52.9M | $57.97 |
| 2024 Q1 | REDUCED | 739,404 | -16,627 | -2.2% | 2.06% | $44.3M | $58.33 |
| 2023 Q4 | ADDED | 756,031 | +156,415 | +26.1% | 2.55% | $42.1M | $54.03 |
| 2023 Q3 | REDUCED | 599,616 | -1,891 | -0.3% | 2.08% | $30.7M | $49.52 |
As of 2025 Q4 — sorted by position size