Global Retirement Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Global Retirement 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	$2.72M	Buy	+34,310	New	+$2.62M	0.04%	395
2025 Q4	$6.3M	Buy	87,835 +7,817	+10%	+$548K	0.11%	173
2025 Q3	$5.52M	Buy	80,018 +13,925	+21%	+$935K	0.12%	152
2025 Q2	$4.33M	Buy	+66,093	New	+$4.13M	0.11%	176
2024 Q4	$19.8K	Buy	313 +298	+1,987%	+$19.5K	﹤0.01%	2088
2024 Q3	$961	Sell	15 -6,374	-100%	-$392K	﹤0.01%	3152
2024 Q2	$379K	Sell	6,389 -577	-8%	-$34K	0.01%	685
2024 Q1	$417K	Buy	6,966 +115	+2%	+$6.53K	0.02%	574
2023 Q4	$375K	Sell	6,851 -1,425	-17%	-$74.3K	0.02%	556
2023 Q3	$415K	Sell	8,276 -213	-3%	-$11.4K	0.02%	479
2023 Q2	$451K	Buy	8,489 +76	+0.9%	+$3.93K	0.02%	460
2023 Q1	$430K	Buy	+8,413	New	+$439K	0.02%	457

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

Global Retirement Partners's JAVA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 34,310 shares worth $2.72M. The stake represents 0.04% of the portfolio and ranks #395 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JAVA as recently as Q4 2025.

Global Retirement Partners first reported a position in JAVA in Q1 2023 and has held it in 12 quarters since. The position peaked at $6.3M in Q4 2025. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Global Retirement Partners held 34,310 shares of JPMorgan Active Value ETF worth $2.72M as of Q2 2026.
JPMorgan Active Value ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Active Value ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #395 holding.
Global Retirement Partners first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's JPMorgan Active Value ETF position peaked at $6.3M in Q4 2025.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.