Alliance Wealth Advisors (Pennsylvania)’s JPMorgan Active Value ETF JAVA Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$318K	Sell	4,003 -433	-10%	-$33.1K	0.1%	125
2026 Q1	$318K	Buy	4,436 +183	+4%	+$13.6K	0.14%	123
2025 Q4	$305K	Sell	4,253 -3,640	-46%	-$255K	0.13%	123
2025 Q3	$544K	Buy	7,893 +41	+0.5%	+$2.75K	0.24%	65
2025 Q2	$514K	Sell	7,852 -1,098	-12%	-$68.6K	0.26%	66
2025 Q1	$569K	Sell	8,950 -38,168	-81%	-$2.48M	0.32%	56
2024 Q4	$2.98M	Buy	47,118 +2,752	+6%	+$180K	1.67%	11
2024 Q3	$2.84M	Buy	44,366 +2,644	+6%	+$163K	1.62%	12
2024 Q2	$2.47M	Buy	41,722 +908	+2%	+$53.6K	1.56%	13
2024 Q1	$2.44M	Buy	40,814 +2,948	+8%	+$167K	1.54%	14
2023 Q4	$2.11M	Buy	37,866 +2,413	+7%	+$126K	1.39%	15
2023 Q3	$1.82M	Buy	35,453 +1,592	+5%	+$85K	1.31%	17
2023 Q2	$1.8M	Buy	33,861 +8,494	+33%	+$440K	1.28%	18
2023 Q1	$1.31M	Buy	+25,367	New	+$1.32M	0.98%	25

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

Alliance Wealth Advisors (Pennsylvania)'s JAVA Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its JPMorgan Active Value ETF (JAVA) stake by 9.8% in Q2 2026, selling an estimated $33.1K and leaving 4,003 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #125.

Alliance Wealth Advisors (Pennsylvania) first reported a position in JAVA in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.98M in Q4 2024. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 4,003 shares of JPMorgan Active Value ETF worth $318K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) sold 433 JPMorgan Active Value ETF shares in Q2 2026, an estimated $33.1K.
JPMorgan Active Value ETF made up 0.1% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #125 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 14 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s JPMorgan Active Value ETF position peaked at $2.98M in Q4 2024.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.