3Chopt Investment Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

3Chopt Investment Partners’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
2026 Q2	$1.62M	Sell	20,449 -2,255	-10%	-$172K	0.31%	73
2026 Q1	$1.63M	Sell	22,704 -67	-0.3%	-$4.97K	0.37%	60
2025 Q4	$1.63M	Buy	22,771 +443	+2%	+$31.1K	0.37%	66
2025 Q3	$1.54M	Buy	22,328 +510	+2%	+$34.2K	0.35%	67
2025 Q2	$1.43M	Sell	21,818 -9,699	-31%	-$606K	0.34%	67
2025 Q1	$2M	Buy	31,517 +6,676	+27%	+$433K	0.52%	51
2024 Q4	$1.57M	Buy	24,841 +2,603	+12%	+$171K	0.54%	55
2024 Q3	$1.42M	Buy	22,238 +3,488	+19%	+$214K	0.51%	57
2024 Q2	$1.11M	Buy	18,750 +3,111	+20%	+$184K	0.34%	69
2024 Q1	$937K	Buy	15,639 +724	+5%	+$41.1K	0.38%	59
2023 Q4	$830K	Buy	+14,915	New	+$778K	0.31%	84

Other funds holding JAVA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

3Chopt Investment Partners's JAVA Position: Q2 2026 in Review

3Chopt Investment Partners reduced its JPMorgan Active Value ETF (JAVA) stake by 9.9% in Q2 2026, selling an estimated $172K and leaving 20,449 shares worth $1.62M. The position accounts for 0.31% of the portfolio, ranked #73.

3Chopt Investment Partners first reported a position in JAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q1 2025. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

3Chopt Investment Partners held 20,449 shares of JPMorgan Active Value ETF worth $1.62M as of Q2 2026.
3Chopt Investment Partners sold 2,255 JPMorgan Active Value ETF shares in Q2 2026, an estimated $172K.
JPMorgan Active Value ETF made up 0.31% of 3Chopt Investment Partners's portfolio in Q2 2026, its #73 holding.
3Chopt Investment Partners first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 11 quarters since.
3Chopt Investment Partners's JPMorgan Active Value ETF position peaked at $2M in Q1 2025.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.