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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
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

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Global Wealth Strategies & Associates's JAVA Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its JPMorgan Active Value ETF (JAVA) stake by 0.03% in Q2 2026, selling an estimated $153 and leaving 5,993 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #55.

Global Wealth Strategies & Associates first reported a position in JAVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $605K in Q3 2025. 43 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Global Wealth Strategies & Associates held 5,993 shares of JPMorgan Active Value ETF worth $476K as of Q2 2026.
  • Global Wealth Strategies & Associates sold 2 JPMorgan Active Value ETF shares in Q2 2026, an estimated $153.
  • JPMorgan Active Value ETF made up 0.09% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #55 holding.
  • Global Wealth Strategies & Associates first reported a position in JPMorgan Active Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Global Wealth Strategies & Associates's JPMorgan Active Value ETF position peaked at $605K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.