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

BCGM 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	$13.9M	Sell	174,732 -33,989	-16%	-$2.6M	2.93%	7
2026 Q1	$15M	Sell	208,721 -1,575	-0.7%	-$117K	3.76%	3
2025 Q4	$15.1M	Buy	210,296 +53,005	+34%	+$3.72M	3.85%	3
2025 Q3	$10.8M	Buy	157,291 +7,742	+5%	+$520K	2.82%	7
2025 Q2	$9.8M	Buy	149,549 +14,078	+10%	+$879K	2.76%	8
2025 Q1	$8.61M	Buy	135,471 +40,650	+43%	+$2.64M	2.64%	8
2024 Q4	$6M	Buy	94,821 +7,547	+9%	+$495K	1.9%	12
2024 Q3	$5.59M	Sell	87,274 -25	-0%	-$1.54K	1.81%	11
2024 Q2	$5.17M	Buy	87,299 +7,168	+9%	+$423K	1.79%	11
2024 Q1	$4.8M	Sell	80,131 -15,905	-17%	-$903K	1.72%	13
2023 Q4	$5.34M	Buy	+96,036	New	+$5.01M	2.18%	11

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

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

BCGM Wealth Management reduced its JPMorgan Active Value ETF (JAVA) stake by 16% in Q2 2026, selling an estimated $2.6M and leaving 174,732 shares worth $13.9M. The position accounts for 2.93% of the portfolio, ranked #7.

BCGM Wealth Management first reported a position in JAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.1M in Q4 2025. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

BCGM Wealth Management held 174,732 shares of JPMorgan Active Value ETF worth $13.9M as of Q2 2026.
BCGM Wealth Management sold 33,989 JPMorgan Active Value ETF shares in Q2 2026, an estimated $2.6M.
JPMorgan Active Value ETF made up 2.93% of BCGM Wealth Management's portfolio in Q2 2026, its #7 holding.
BCGM Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 11 quarters since.
BCGM Wealth Management's JPMorgan Active Value ETF position peaked at $15.1M in Q4 2025.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.