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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

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
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 47 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.
  • 47 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.