Belpointe Asset Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Belpointe Asset 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 Q1	$1.26M	Buy	17,513 +2,145	+14%	+$159K	0.05%	369
2025 Q4	$1.1M	Buy	15,368 +2,910	+23%	+$204K	0.04%	393
2025 Q3	$859K	Buy	12,458 +3,261	+35%	+$219K	0.03%	462
2025 Q2	$602K	Buy	9,197 +594	+7%	+$37.1K	0.03%	510
2025 Q1	$547K	Buy	+8,603	New	+$559K	0.03%	536

Other funds holding JAVA

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belpointe Asset Management's JAVA Position: Q1 2026 in Review

Belpointe Asset Management increased its JPMorgan Active Value ETF (JAVA) stake by 14% in Q1 2026, buying an estimated $159K and bringing the position to 17,513 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #369.

Belpointe Asset Management first reported a position in JAVA in Q1 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Belpointe Asset Management held 17,513 shares of JPMorgan Active Value ETF worth $1.26M as of Q1 2026.
Belpointe Asset Management bought 2,145 JPMorgan Active Value ETF shares in Q1 2026, an estimated $159K.
JPMorgan Active Value ETF made up 0.05% of Belpointe Asset Management's portfolio in Q1 2026, its #369 holding.
Belpointe Asset Management first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 5 quarters since.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.