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

IHT 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 Q2	$468K	Sell	5,889 -298	-5%	-$22.8K	0.01%	854
2026 Q1	$444K	Buy	+6,187	New	+$459K	0.01%	867
2025 Q3	–	Sell	-6,639	Closed	-$435K	–	1202
2025 Q2	$435K	Buy	6,639 +3,305	+99%	+$206K	0.01%	743
2025 Q1	$211K	Sell	3,334 -1,069	-24%	-$69.4K	0.01%	1009
2024 Q4	$279K	Sell	4,403 -11,412	-72%	-$748K	0.01%	878
2024 Q3	$1.05M	Buy	15,815 +1,039	+7%	+$63.9K	0.03%	489
2024 Q2	$886K	Sell	14,776 -9,517	-39%	-$561K	0.03%	462
2024 Q1	$1.45M	Buy	24,293 +1,378	+6%	+$78.2K	0.06%	331
2023 Q4	$1.27M	Buy	+22,915	New	+$1.2M	0.06%	326

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

IHT Wealth Management's JAVA Position: Q2 2026 in Review

IHT Wealth Management reduced its JPMorgan Active Value ETF (JAVA) stake by 4.8% in Q2 2026, selling an estimated $22.8K and leaving 5,889 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #854.

IHT Wealth Management first reported a position in JAVA in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.45M in Q1 2024. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

IHT Wealth Management held 5,889 shares of JPMorgan Active Value ETF worth $468K as of Q2 2026.
IHT Wealth Management sold 298 JPMorgan Active Value ETF shares in Q2 2026, an estimated $22.8K.
JPMorgan Active Value ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #854 holding.
IHT Wealth Management first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 9 quarters since.
IHT Wealth Management's JPMorgan Active Value ETF position peaked at $1.45M in Q1 2024.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.