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Cauble & Harre Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Cauble & Harre 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 		$2.41M Sell
30,299
-14
-0% -$1.07K 1.93% 15
2026
Q1 		$2.31M Sell
30,313
-1,603
-5% -$119K 1.84% 15
2025
Q4 		$2.29M Buy
+31,916
New +$2.24M 1.92% 14

Other funds holding JAVA

JP Morgan Chase
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cauble & Harre Wealth Management's JAVA Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its JPMorgan Active Value ETF (JAVA) stake by 0.05% in Q2 2026, selling an estimated $1.07K and leaving 30,299 shares worth $2.41M. The position accounts for 1.93% of the portfolio, ranked #15.

Cauble & Harre Wealth Management first reported a position in JAVA in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Cauble & Harre Wealth Management held 30,299 shares of JPMorgan Active Value ETF worth $2.41M as of Q2 2026.
  • Cauble & Harre Wealth Management sold 14 JPMorgan Active Value ETF shares in Q2 2026, an estimated $1.07K.
  • JPMorgan Active Value ETF made up 1.93% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Cauble & Harre Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.