Fairvoy Private Wealth’s JPMorgan Active Value ETF JAVA Stock Holding History

Fairvoy Private Wealth’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 Q3	$2.59M	Buy	32,535 +6,436	+25%	+$525K	0.52%	45
2026 Q2	$2.07M	Buy	26,099 +5,337	+26%	+$408K	0.42%	54
2026 Q1	$1.49M	Buy	20,762 +6,831	+49%	+$507K	0.36%	71
2025 Q4	$999K	Buy	13,931 +3,556	+34%	+$249K	0.22%	91
2025 Q3	$715K	Buy	10,375 +206	+2%	+$13.8K	0.16%	107
2025 Q2	$666K	Sell	10,169 -136	-1%	-$8.49K	0.17%	106
2025 Q1	$655K	Buy	+10,305	New	+$669K	0.18%	100

Other funds holding JAVA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Fairvoy Private Wealth's JAVA Position: Q3 2026 in Review

Fairvoy Private Wealth increased its JPMorgan Active Value ETF (JAVA) stake by 25% in Q3 2026, buying an estimated $525K and bringing the position to 32,535 shares worth $2.59M. The position accounts for 0.52% of the portfolio, ranked #45.

Fairvoy Private Wealth first reported a position in JAVA in Q1 2025 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Fairvoy Private Wealth held 32,535 shares of JPMorgan Active Value ETF worth $2.59M as of Q3 2026.
Fairvoy Private Wealth bought 6,436 JPMorgan Active Value ETF shares in Q3 2026, an estimated $525K.
JPMorgan Active Value ETF made up 0.52% of Fairvoy Private Wealth's portfolio in Q3 2026, its #45 holding.
Fairvoy Private Wealth first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.