Focus Partners Wealth
JAVA icon

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

Focus Partners 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
Q2 		$34.1M Sell
428,827
-3,937
-0.9% -$301K 0.03% 397
2026
Q1 		$31.1M Buy
432,764
+8,768
+2% +$651K 0.03% 390
2025
Q4 		$30.4M Buy
423,996
+15,595
+4% +$1.09M 0.03% 390
2025
Q3 		$28.2M Buy
408,401
+24,823
+6% +$1.67M 0.05% 324
2025
Q2 		$25.1M Buy
383,578
+22,514
+6% +$1.41M 0.05% 309
2025
Q1 		$22.9M Buy
361,064
+37,284
+12% +$2.42M 0.06% 292
2024
Q4 		$20.5M Buy
+323,780
New +$21.2M 0.05% 316
2024
Q3 		– Sell
-239,245
Closed -$14.6M – 1646
2024
Q2 		$14.6M Buy
239,245
+42,107
+21% +$2.48M 0.05% 297
2024
Q1 		$11.4M Buy
+197,138
New +$11.2M 0.09% 201

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

Focus Partners Wealth's JAVA Position: Q2 2026 in Review

Focus Partners Wealth reduced its JPMorgan Active Value ETF (JAVA) stake by 0.91% in Q2 2026, selling an estimated $301K and leaving 428,827 shares worth $34.1M. The position accounts for 0.03% of the portfolio, ranked #397.

Focus Partners Wealth first reported a position in JAVA in Q1 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Focus Partners Wealth held 428,827 shares of JPMorgan Active Value ETF worth $34.1M as of Q2 2026.
  • Focus Partners Wealth sold 3,937 JPMorgan Active Value ETF shares in Q2 2026, an estimated $301K.
  • JPMorgan Active Value ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #397 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.