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Beaumont Financial Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Beaumont Financial Advisors’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
Q1 		$1.13M Sell
15,747
-161
-1% -$11.9K 0.08% 152
2025
Q4 		$1.14M Sell
15,908
-595
-4% -$41.7K 0.08% 154
2025
Q3 		$1.14M Sell
16,503
-103
-0.6% -$6.91K 0.08% 153
2025
Q2 		$1.09M Sell
16,606
-159
-0.9% -$9.93K 0.08% 144
2025
Q1 		$1.07M Hold
16,765
– – 0.08% 141
2024
Q4 		$1.06M Hold
16,765
– – 0.08% 144
2024
Q3 		$1.07M Sell
16,765
-960
-5% -$59K 0.08% 137
2024
Q2 		$1.05M Sell
17,725
-746
-4% -$44K 0.08% 141
2024
Q1 		$1.11M Buy
18,471
+41
+0.2% +$2.33K 0.09% 134
2023
Q4 		$1.03M Buy
18,430
+2,600
+16% +$136K 0.09% 138
2023
Q3 		$811K Buy
15,830
+4,322
+38% +$231K 0.08% 138
2023
Q2 		$612K Sell
11,508
-3,102
-21% -$161K 0.06% 170
2023
Q1 		$752K Sell
14,610
-284,551
-95% -$14.9M 0.08% 142
2022
Q4 		$15.3M Buy
+299,161
New +$15.2M 1.54% 19

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beaumont Financial Advisors's JAVA Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its JPMorgan Active Value ETF (JAVA) stake by 1% in Q1 2026, selling an estimated $11.9K and leaving 15,747 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #152.

Beaumont Financial Advisors first reported a position in JAVA in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.3M in Q4 2022. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Beaumont Financial Advisors held 15,747 shares of JPMorgan Active Value ETF worth $1.13M as of Q1 2026.
  • Beaumont Financial Advisors sold 161 JPMorgan Active Value ETF shares in Q1 2026, an estimated $11.9K.
  • JPMorgan Active Value ETF made up 0.08% of Beaumont Financial Advisors's portfolio in Q1 2026, its #152 holding.
  • Beaumont Financial Advisors first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Beaumont Financial Advisors's JPMorgan Active Value ETF position peaked at $15.3M in Q4 2022.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.