EIP
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Essential Investment Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Essential Investment 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 		$3.71K Hold
47
– – ﹤0.01% 232
2026
Q1 		$3.35K Hold
47
– – ﹤0.01% 232
2025
Q4 		$3.35K Buy
+47
New +$3.3K ﹤0.01% 222

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM

Essential Investment Partners's JAVA Position: Q2 2026 in Review

Essential Investment Partners held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 47 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Essential Investment Partners first reported a position in JAVA in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Essential Investment Partners held 47 shares of JPMorgan Active Value ETF worth $3.71K as of Q2 2026.
  • Essential Investment Partners left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #232 holding.
  • Essential Investment Partners first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.