Cyndeo Wealth Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Cyndeo Wealth Partners’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	$7.4M	Buy	93,194 +9,436	+11%	+$722K	0.35%	86
2026 Q1	$6.01M	Buy	83,758 +19,832	+31%	+$1.47M	0.32%	86
2025 Q4	$4.58M	Buy	63,926 +16,653	+35%	+$1.17M	0.25%	101
2025 Q3	$3.26M	Buy	47,273 +2,565	+6%	+$172K	0.18%	131
2025 Q2	$2.93M	Sell	44,708 -786	-2%	-$49.1K	0.17%	136
2025 Q1	$2.89M	Buy	+45,494	New	+$2.95M	0.19%	131

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

Cyndeo Wealth Partners's JAVA Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its JPMorgan Active Value ETF (JAVA) stake by 11% in Q2 2026, buying an estimated $722K and bringing the position to 93,194 shares worth $7.4M. The position accounts for 0.35% of the portfolio, ranked #86.

Cyndeo Wealth Partners first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Cyndeo Wealth Partners held 93,194 shares of JPMorgan Active Value ETF worth $7.4M as of Q2 2026.
Cyndeo Wealth Partners bought 9,436 JPMorgan Active Value ETF shares in Q2 2026, an estimated $722K.
JPMorgan Active Value ETF made up 0.35% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #86 holding.
Cyndeo Wealth Partners first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.