GWSA
JAVA icon

Global Wealth Strategies & Associates’s JPMorgan Active Value ETF JAVA Stock Holding History

Global Wealth Strategies & Associates’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 		$440K Sell
5,523
-470
-8% -$38.4K 0.08% 63
2026
Q2 		$476K Sell
5,993
-2
-0% -$153 0.09% 55
2026
Q1 		$430K Sell
5,995
-1,485
-20% -$110K 0.11% 53
2025
Q4 		$536K Sell
7,480
-1,298
-15% -$91.1K 0.13% 35
2025
Q3 		$605K Buy
+8,778
New +$589K 0.16% 35

Other funds holding JAVA

Avior Wealth Management
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
UW
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Davenport & Co
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Global Wealth Strategies & Associates's JAVA Position: Q3 2026 in Review

Global Wealth Strategies & Associates reduced its JPMorgan Active Value ETF (JAVA) stake by 7.8% in Q3 2026, selling an estimated $38.4K and leaving 5,523 shares worth $440K. The position accounts for 0.08% of the portfolio, ranked #63.

Global Wealth Strategies & Associates first reported a position in JAVA in Q3 2025 and has held it in 5 quarters since. The position peaked at $605K in Q3 2025. 46 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Global Wealth Strategies & Associates held 5,523 shares of JPMorgan Active Value ETF worth $440K as of Q3 2026.
  • Global Wealth Strategies & Associates sold 470 JPMorgan Active Value ETF shares in Q3 2026, an estimated $38.4K.
  • JPMorgan Active Value ETF made up 0.08% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #63 holding.
  • Global Wealth Strategies & Associates first reported a position in JPMorgan Active Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Global Wealth Strategies & Associates's JPMorgan Active Value ETF position peaked at $605K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.