CMH Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

CMH 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	$4.09M	Buy	51,550 +4,030	+8%	+$308K	0.62%	49
2026 Q1	$3.41M	Buy	47,520 +2,775	+6%	+$206K	0.59%	50
2025 Q4	$3.21M	Buy	44,745 +1,177	+3%	+$82.6K	0.69%	44
2025 Q3	$3M	Buy	43,568 +573	+1%	+$38.5K	0.64%	46
2025 Q2	$2.82M	Sell	42,995 -811	-2%	-$50.6K	0.66%	45
2025 Q1	$2.78M	Sell	43,806 -412	-0.9%	-$26.7K	0.7%	42
2024 Q4	$2.8M	Sell	44,218 -4,670	-10%	-$306K	0.64%	43
2024 Q3	$3.13M	Buy	48,888 +39	+0.1%	+$2.4K	0.74%	43
2024 Q2	$2.89M	Buy	48,849 +194	+0.4%	+$11.4K	0.71%	41
2024 Q1	$2.91M	Buy	48,655 +1,169	+2%	+$66.3K	0.74%	43
2023 Q4	$2.64M	Buy	47,486 +1,939	+4%	+$101K	0.64%	42
2023 Q3	$2.33M	Sell	45,547 -1,269	-3%	-$67.7K	0.65%	42
2023 Q2	$2.49M	Sell	46,816 -51,450	-52%	-$2.66M	0.67%	42
2023 Q1	$5.06M	Buy	98,266 +1,180	+1%	+$61.6K	1.46%	31
2022 Q4	$4.97M	Buy	+97,086	New	+$4.92M	1.6%	28

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

CMH Wealth Management's JAVA Position: Q2 2026 in Review

CMH Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 8.5% in Q2 2026, buying an estimated $308K and bringing the position to 51,550 shares worth $4.09M. The position accounts for 0.62% of the portfolio, ranked #49.

CMH Wealth Management first reported a position in JAVA in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.06M in Q1 2023. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

CMH Wealth Management held 51,550 shares of JPMorgan Active Value ETF worth $4.09M as of Q2 2026.
CMH Wealth Management bought 4,030 JPMorgan Active Value ETF shares in Q2 2026, an estimated $308K.
JPMorgan Active Value ETF made up 0.62% of CMH Wealth Management's portfolio in Q2 2026, its #49 holding.
CMH Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 15 quarters since.
CMH Wealth Management's JPMorgan Active Value ETF position peaked at $5.06M in Q1 2023.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.