AE Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

AE Wealth Management’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	$357K	Sell	4,491 -60	-1%	-$4.59K	﹤0.01%	1385
2026 Q1	$327K	Buy	4,551 +329	+8%	+$24.4K	﹤0.01%	1333
2025 Q4	$303K	Buy	4,222 +926	+28%	+$65K	﹤0.01%	1307
2025 Q3	$227K	Buy	3,296 +488	+17%	+$32.8K	﹤0.01%	1337
2025 Q2	$184K	Hold	2,808	–	–	﹤0.01%	1331
2025 Q1	$178K	Hold	2,808	–	–	﹤0.01%	1307
2024 Q4	$178K	Buy	+2,808	New	+$184K	﹤0.01%	1302

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

AE Wealth Management's JAVA Position: Q2 2026 in Review

AE Wealth Management reduced its JPMorgan Active Value ETF (JAVA) stake by 1.3% in Q2 2026, selling an estimated $4.59K and leaving 4,491 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

AE Wealth Management first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

AE Wealth Management held 4,491 shares of JPMorgan Active Value ETF worth $357K as of Q2 2026.
AE Wealth Management sold 60 JPMorgan Active Value ETF shares in Q2 2026, an estimated $4.59K.
JPMorgan Active Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1385 holding.
AE Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.