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 Q3	$1.63M	Buy	20,403 +269	+1%	+$22K	0.04%	376
2026 Q2	$1.6M	Buy	20,134 +2,621	+15%	+$200K	0.05%	335
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Belpointe Asset Management's JAVA Position: Q3 2026 in Review

Belpointe Asset Management increased its JPMorgan Active Value ETF (JAVA) stake by 1.3% in Q3 2026, buying an estimated $22K and bringing the position to 20,403 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #376.

Belpointe Asset Management first reported a position in JAVA in Q1 2025 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Belpointe Asset Management held 20,403 shares of JPMorgan Active Value ETF worth $1.63M as of Q3 2026.
Belpointe Asset Management bought 269 JPMorgan Active Value ETF shares in Q3 2026, an estimated $22K.
JPMorgan Active Value ETF made up 0.04% of Belpointe Asset Management's portfolio in Q3 2026, its #376 holding.
Belpointe Asset Management first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.