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

Elevation 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 		$1.72M Sell
21,695
-2,354
-10% -$180K 1.29% 18
2026
Q1 		$1.73M Sell
24,049
-1,395
-5% -$104K 1.58% 15
2025
Q4 		$1.82M Buy
+25,444
New +$1.78M 1.75% 13

Other funds holding JAVA

JP Morgan Chase
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Elevation Wealth Management reduced its JPMorgan Active Value ETF (JAVA) stake by 9.8% in Q2 2026, selling an estimated $180K and leaving 21,695 shares worth $1.72M. The position accounts for 1.29% of the portfolio, ranked #18.

Elevation Wealth Management first reported a position in JAVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.82M in Q4 2025. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Elevation Wealth Management held 21,695 shares of JPMorgan Active Value ETF worth $1.72M as of Q2 2026.
  • Elevation Wealth Management sold 2,354 JPMorgan Active Value ETF shares in Q2 2026, an estimated $180K.
  • JPMorgan Active Value ETF made up 1.29% of Elevation Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Elevation Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Management's JPMorgan Active Value ETF position peaked at $1.82M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.