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

Gateway 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 Q2	$239K	Sell	3,014 -8,376	-74%	-$641K	0.01%	696
2026 Q1	$817K	Buy	11,390 +5,817	+104%	+$432K	0.03%	422
2025 Q4	$400K	Buy	5,573 +612	+12%	+$42.9K	0.04%	305
2025 Q3	$342K	Sell	4,961 -1,755	-26%	-$118K	0.05%	294
2025 Q2	$440K	Sell	6,716 -2,811	-30%	-$176K	0.08%	217
2025 Q1	$605K	Buy	9,527 +2,061	+28%	+$134K	0.14%	156
2024 Q4	$473K	Buy	7,466 +1,895	+34%	+$124K	0.12%	171
2024 Q3	$357K	Sell	5,571 -2,055	-27%	-$126K	0.1%	186
2024 Q2	$452K	Buy	7,626 +850	+13%	+$50.1K	0.14%	157
2024 Q1	$406K	Buy	6,776 +2,348	+53%	+$133K	0.15%	138
2023 Q4	$246K	Buy	+4,428	New	+$231K	0.1%	179

Other funds holding JAVA

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gateway Wealth Partners reduced its JPMorgan Active Value ETF (JAVA) stake by 74% in Q2 2026, selling an estimated $641K and leaving 3,014 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #696.

Gateway Wealth Partners first reported a position in JAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $817K in Q1 2026. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Gateway Wealth Partners held 3,014 shares of JPMorgan Active Value ETF worth $239K as of Q2 2026.
Gateway Wealth Partners sold 8,376 JPMorgan Active Value ETF shares in Q2 2026, an estimated $641K.
JPMorgan Active Value ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #696 holding.
Gateway Wealth Partners first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's JPMorgan Active Value ETF position peaked at $817K in Q1 2026.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.