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

Axxcess 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	$313K	Buy	+3,940	New	+$301K	0.01%	845
2026 Q1	–	Sell	-4,333	Closed	-$311K	–	719
2025 Q4	$311K	Hold	4,333	–	–	0.01%	837
2025 Q3	$299K	Buy	4,333 +1	+0%	+$67	0.01%	759
2025 Q2	$284K	Buy	+4,332	New	+$270K	0.01%	733

Other funds holding JAVA

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 3,940 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in JAVA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in JAVA in Q2 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Axxcess Wealth Management held 3,940 shares of JPMorgan Active Value ETF worth $313K as of Q2 2026.
JPMorgan Active Value ETF was a new Axxcess Wealth Management position in Q2 2026.
JPMorgan Active Value ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #845 holding.
Axxcess Wealth Management first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 4 quarters since.
161 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.