CMH Wealth Management
JAVA icon

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
Q3 		$4.47M Buy
56,076
+4,526
+9% +$370K 0.67% 48
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

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Orrstown Financial Services
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

CMH Wealth Management's JAVA Position: Q3 2026 in Review

CMH Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 8.8% in Q3 2026, buying an estimated $370K and bringing the position to 56,076 shares worth $4.47M. The position accounts for 0.67% of the portfolio, ranked #48.

CMH Wealth Management first reported a position in JAVA in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.06M in Q1 2023. 133 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • CMH Wealth Management held 56,076 shares of JPMorgan Active Value ETF worth $4.47M as of Q3 2026.
  • CMH Wealth Management bought 4,526 JPMorgan Active Value ETF shares in Q3 2026, an estimated $370K.
  • JPMorgan Active Value ETF made up 0.67% of CMH Wealth Management's portfolio in Q3 2026, its #48 holding.
  • CMH Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 16 quarters since.
  • CMH Wealth Management's JPMorgan Active Value ETF position peaked at $5.06M in Q1 2023.
  • 133 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.