D.J. St. Germain’s JPMorgan Active Value ETF JAVA Stock Holding History

D.J. St. Germain’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	–	Sell	-31	Closed	-$2.22K	–	947
2025 Q4	$2.22K	Hold	31	–	–	﹤0.01%	801
2025 Q3	$2.14K	Buy	+31	New	+$2.08K	﹤0.01%	794

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

D.J. St. Germain's JAVA Position: Q1 2026 in Review

D.J. St. Germain sold out of JPMorgan Active Value ETF (JAVA) in Q1 2026, closing a stake of 31 shares — an estimated $2.22K sold.

D.J. St. Germain first reported a position in JAVA in Q3 2025 and held it in 2 quarters. The position peaked at $2.22K in Q4 2025. 264 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

D.J. St. Germain reported no remaining JPMorgan Active Value ETF position as of Q1 2026 after selling out during the quarter.
D.J. St. Germain sold 31 JPMorgan Active Value ETF shares in Q1 2026, an estimated $2.22K.
D.J. St. Germain first reported a position in JPMorgan Active Value ETF in Q3 2025 and held it in 2 quarters.
D.J. St. Germain's JPMorgan Active Value ETF position peaked at $2.22K in Q4 2025.
264 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.