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 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

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

Belpointe Asset Management's JAVA Position: Q2 2026 in Review

Belpointe Asset Management increased its JPMorgan Active Value ETF (JAVA) stake by 15% in Q2 2026, buying an estimated $200K and bringing the position to 20,134 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #335.

Belpointe Asset Management first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Belpointe Asset Management held 20,134 shares of JPMorgan Active Value ETF worth $1.6M as of Q2 2026.
Belpointe Asset Management bought 2,621 JPMorgan Active Value ETF shares in Q2 2026, an estimated $200K.
JPMorgan Active Value ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #335 holding.
Belpointe Asset Management first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.