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

Curry Webb 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 Q1	$1.52M	Sell	21,202 -3,627	-15%	-$269K	0.72%	29
2025 Q4	$1.78M	Buy	+24,829	New	+$1.74M	0.88%	31

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curry Webb Wealth Management's JAVA Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its JPMorgan Active Value ETF (JAVA) stake by 15% in Q1 2026, selling an estimated $269K and leaving 21,202 shares worth $1.52M. The position accounts for 0.72% of the portfolio, ranked #29.

Curry Webb Wealth Management first reported a position in JAVA in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.78M in Q4 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Curry Webb Wealth Management held 21,202 shares of JPMorgan Active Value ETF worth $1.52M as of Q1 2026.
Curry Webb Wealth Management sold 3,627 JPMorgan Active Value ETF shares in Q1 2026, an estimated $269K.
JPMorgan Active Value ETF made up 0.72% of Curry Webb Wealth Management's portfolio in Q1 2026, its #29 holding.
Curry Webb Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 2 quarters since.
Curry Webb Wealth Management's JPMorgan Active Value ETF position peaked at $1.78M in Q4 2025.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.