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

Atticus 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 		– Sell
-5,834
Closed -$419K – 185
2026
Q1 		$419K Sell
5,834
-287
-5% -$21.3K 0.11% 116
2025
Q4 		$439K Sell
6,121
-833
-12% -$58.4K 0.11% 113
2025
Q3 		$480K Buy
6,954
+4,747
+215% +$319K 0.12% 109
2025
Q2 		$145K Buy
+2,207
New +$138K 0.04% 207

Other funds holding JAVA

JP Morgan Chase
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Atticus Wealth Management sold out of JPMorgan Active Value ETF (JAVA) in Q2 2026, closing a stake of 5,834 shares — an estimated $419K sold.

Atticus Wealth Management first reported a position in JAVA in Q2 2025 and held it in 4 quarters. The position peaked at $480K in Q3 2025. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Atticus Wealth Management reported no remaining JPMorgan Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 5,834 JPMorgan Active Value ETF shares in Q2 2026, an estimated $419K.
  • Atticus Wealth Management first reported a position in JPMorgan Active Value ETF in Q2 2025 and held it in 4 quarters.
  • Atticus Wealth Management's JPMorgan Active Value ETF position peaked at $480K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.