Harbor Asset Planning
JAVA icon

Harbor Asset Planning’s JPMorgan Active Value ETF JAVA Stock Holding History

Harbor Asset Planning’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 		– Sell
-187
Closed -$13.4K – 424
2026
Q1 		$13.4K Hold
187
– – 0.01% 325
2025
Q4 		$13.4K Buy
+187
New +$13.1K 0.01% 322

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbor Asset Planning's JAVA Position: Q2 2026 in Review

Harbor Asset Planning sold out of JPMorgan Active Value ETF (JAVA) in Q2 2026, closing a stake of 187 shares — an estimated $13.4K sold.

Harbor Asset Planning first reported a position in JAVA in Q4 2025 and held it in 2 quarters. The position peaked at $13.4K in Q1 2026. 277 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Harbor Asset Planning reported no remaining JPMorgan Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 187 JPMorgan Active Value ETF shares in Q2 2026, an estimated $13.4K.
  • Harbor Asset Planning first reported a position in JPMorgan Active Value ETF in Q4 2025 and held it in 2 quarters.
  • Harbor Asset Planning's JPMorgan Active Value ETF position peaked at $13.4K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.