CWA
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Centerline Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Centerline Wealth 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
Q2 		$24.2M Buy
305,286
+15,684
+5% +$1.2M 7.6% 3
2026
Q1 		$20.8M Buy
289,602
+67,718
+31% +$5.03M 7.47% 3
2025
Q4 		$15.9M Buy
221,884
+91,840
+71% +$6.44M 5.76% 4
2025
Q3 		$8.97M Buy
130,044
+2,819
+2% +$189K 3.9% 12
2025
Q2 		$8.33M Buy
+127,225
New +$7.94M 4.09% 14

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM

Centerline Wealth Advisors's JAVA Position: Q2 2026 in Review

Centerline Wealth Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 5.4% in Q2 2026, buying an estimated $1.2M and bringing the position to 305,286 shares worth $24.2M. The position accounts for 7.6% of the portfolio, ranked #3.

Centerline Wealth Advisors first reported a position in JAVA in Q2 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Centerline Wealth Advisors held 305,286 shares of JPMorgan Active Value ETF worth $24.2M as of Q2 2026.
  • Centerline Wealth Advisors bought 15,684 JPMorgan Active Value ETF shares in Q2 2026, an estimated $1.2M.
  • JPMorgan Active Value ETF made up 7.6% of Centerline Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Centerline Wealth Advisors first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.