GWM
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Greenline Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Greenline Wealth Management’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
Q1 		– Sell
-626
Closed -$44.9K – 307
2025
Q4 		$44.9K Buy
+626
New +$43.9K 0.05% 205

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Greenline Wealth Management's JAVA Position: Q1 2026 in Review

Greenline Wealth Management sold out of JPMorgan Active Value ETF (JAVA) in Q1 2026, closing a stake of 626 shares — an estimated $44.9K sold.

Greenline Wealth Management first reported a position in JAVA in Q4 2025 and held it in 1 quarter. The position peaked at $44.9K in Q4 2025. 265 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Greenline Wealth Management reported no remaining JPMorgan Active Value ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 626 JPMorgan Active Value ETF shares in Q1 2026, an estimated $44.9K.
  • Greenline Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's JPMorgan Active Value ETF position peaked at $44.9K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.