Convergence Financial’s JPMorgan Active Value ETF JAVA Stock Holding History
Bought
Maintained
Sold
Other funds holding JAVA
DWM
SWP
OCA
Convergence Financial's JAVA Position: Q2 2026 in Review
Convergence Financial increased its JPMorgan Active Value ETF (JAVA) stake by 57% in Q2 2026, buying an estimated $15.3M and bringing the position to 552,018 shares worth $43.8M. The position accounts for 3.49% of the portfolio, ranked #3.
Convergence Financial first reported a position in JAVA in Q4 2023 and has held it in 11 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.
- Convergence Financial held 552,018 shares of JPMorgan Active Value ETF worth $43.8M as of Q2 2026.
- Convergence Financial bought 200,019 JPMorgan Active Value ETF shares in Q2 2026, an estimated $15.3M.
- JPMorgan Active Value ETF made up 3.49% of Convergence Financial's portfolio in Q2 2026, its #3 holding.
- Convergence Financial first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 11 quarters since.
- 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.