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

Dynasty 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	$719M	Buy	9,053,209 +855,433	+10%	+$65.4M	5.34%	4
2026 Q1	$588M	Buy	8,197,776 +3,421,308	+72%	+$254M	5.13%	6
2025 Q4	$343M	Buy	4,776,468 +1,014,584	+27%	+$71.2M	3.36%	12
2025 Q3	$259M	Buy	3,761,884 +778,258	+26%	+$52.2M	3.46%	13
2025 Q2	$195M	Sell	2,983,626 -111,979	-4%	-$6.99M	3.33%	12
2025 Q1	$197M	Buy	+3,095,605	New	+$201M	3.28%	13

Other funds holding JAVA

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dynasty Wealth Management's JAVA Position: Q2 2026 in Review

Dynasty Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 10% in Q2 2026, buying an estimated $65.4M and bringing the position to 9,053,209 shares worth $719M. The position accounts for 5.34% of the portfolio, ranked #4.

Dynasty Wealth Management 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.

Dynasty Wealth Management held 9,053,209 shares of JPMorgan Active Value ETF worth $719M as of Q2 2026.
Dynasty Wealth Management bought 855,433 JPMorgan Active Value ETF shares in Q2 2026, an estimated $65.4M.
JPMorgan Active Value ETF made up 5.34% of Dynasty Wealth Management's portfolio in Q2 2026, its #4 holding.
Dynasty Wealth Management 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 Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.