5W
JAVA icon

5T Wealth’s JPMorgan Active Value ETF JAVA Stock Holding History

5T Wealth’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 		$4.72M Sell
59,413
-2,045
-3% -$156K 1.76% 14
2026
Q1 		$4.41M Sell
61,458
-393
-0.6% -$29.2K 1.74% 16
2025
Q4 		$4.44M Buy
61,851
+9,175
+17% +$644K 1.77% 16
2025
Q3 		$3.63M Buy
52,676
+8,924
+20% +$599K 1.58% 18
2025
Q2 		$2.87M Sell
43,752
-5,413
-11% -$338K 1.36% 22
2025
Q1 		$3.12M Sell
49,165
-5,382
-10% -$349K 1.67% 15
2024
Q4 		$3.45M Buy
+54,547
New +$3.58M 1.89% 15

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

5T Wealth's JAVA Position: Q2 2026 in Review

5T Wealth reduced its JPMorgan Active Value ETF (JAVA) stake by 3.3% in Q2 2026, selling an estimated $156K and leaving 59,413 shares worth $4.72M. The position accounts for 1.76% of the portfolio, ranked #14.

5T Wealth first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • 5T Wealth held 59,413 shares of JPMorgan Active Value ETF worth $4.72M as of Q2 2026.
  • 5T Wealth sold 2,045 JPMorgan Active Value ETF shares in Q2 2026, an estimated $156K.
  • JPMorgan Active Value ETF made up 1.76% of 5T Wealth's portfolio in Q2 2026, its #14 holding.
  • 5T Wealth first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.