FWP
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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

AWM
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
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DC
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
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
MW
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.