Ashton Thomas Private Wealth’s JPMorgan Active Value ETF JAVA Stock Holding History

Ashton Thomas Private 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 Q3	$117K	Sell	1,471 -13	-0.9%	-$1.06K	﹤0.01%	1304
2026 Q2	$118K	Hold	1,484	–	–	﹤0.01%	1240
2026 Q1	$106K	Buy	+1,484	New	+$110K	﹤0.01%	1172
2024 Q3	–	Sell	-1,390	Closed	-$82.4K	–	1250
2024 Q2	$82.4K	Buy	+1,390	New	+$82K	﹤0.01%	802

Other funds holding JAVA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Ashton Thomas Private Wealth's JAVA Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its JPMorgan Active Value ETF (JAVA) stake by 0.88% in Q3 2026, selling an estimated $1.06K and leaving 1,471 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Ashton Thomas Private Wealth first reported a position in JAVA in Q2 2024 and has held it in 4 quarters since. The position peaked at $118K in Q2 2026. 267 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Ashton Thomas Private Wealth held 1,471 shares of JPMorgan Active Value ETF worth $117K as of Q3 2026.
Ashton Thomas Private Wealth sold 13 JPMorgan Active Value ETF shares in Q3 2026, an estimated $1.06K.
JPMorgan Active Value ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1304 holding.
Ashton Thomas Private Wealth first reported a position in JPMorgan Active Value ETF in Q2 2024 and has held it in 4 quarters since.
Ashton Thomas Private Wealth's JPMorgan Active Value ETF position peaked at $118K in Q2 2026.
267 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.