Firethorn Wealth Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Firethorn Wealth 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 Q3	$388K	Sell	4,863 -404	-8%	-$33K	0.12%	137
2026 Q2	$418K	Sell	5,267 -2,185	-29%	-$167K	0.13%	136
2026 Q1	$535K	Sell	7,452 -171	-2%	-$12.7K	0.2%	107
2025 Q4	$547K	Sell	7,623 -224	-3%	-$15.7K	0.2%	100
2025 Q3	$541K	Sell	7,847 -24	-0.3%	-$1.61K	0.21%	98
2025 Q2	$516K	Buy	7,871 +684	+10%	+$42.7K	0.22%	96
2025 Q1	$457K	Buy	7,187 +523	+8%	+$34K	0.22%	100
2024 Q4	$422K	Buy	6,664 +466	+8%	+$30.5K	0.21%	94
2024 Q3	$397K	Buy	6,198 +2,508	+68%	+$154K	0.2%	97
2024 Q2	$219K	Buy	3,690 +320	+9%	+$18.9K	0.12%	130
2024 Q1	$202K	Buy	+3,370	New	+$191K	0.12%	133

Other funds holding JAVA

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

SHFL

Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Firethorn Wealth Partners's JAVA Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its JPMorgan Active Value ETF (JAVA) stake by 7.7% in Q3 2026, selling an estimated $33K and leaving 4,863 shares worth $388K. The position accounts for 0.12% of the portfolio, ranked #137.

Firethorn Wealth Partners first reported a position in JAVA in Q1 2024 and has held it in 11 quarters since. The position peaked at $547K in Q4 2025. 38 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Firethorn Wealth Partners held 4,863 shares of JPMorgan Active Value ETF worth $388K as of Q3 2026.
Firethorn Wealth Partners sold 404 JPMorgan Active Value ETF shares in Q3 2026, an estimated $33K.
JPMorgan Active Value ETF made up 0.12% of Firethorn Wealth Partners's portfolio in Q3 2026, its #137 holding.
Firethorn Wealth Partners first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 11 quarters since.
Firethorn Wealth Partners's JPMorgan Active Value ETF position peaked at $547K in Q4 2025.
38 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.