Kuhn & Co Investment Counsel’s JPMorgan Active Value ETF JAVA Stock Holding History

Kuhn & Co Investment Counsel’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	$846K	Hold	11,795	–	–	0.55%	57
2025 Q4	$846K	Hold	11,795	–	–	0.56%	51
2025 Q3	$813K	Sell	11,795 -1,767	-13%	-$119K	0.64%	48
2025 Q2	$888K	Sell	13,562 -1,997	-13%	-$125K	0.67%	45
2025 Q1	$989K	Buy	15,559 +1,245	+9%	+$80.8K	0.83%	35
2024 Q4	$906K	Buy	14,314 +755	+6%	+$49.5K	0.77%	38
2024 Q3	$869K	Buy	13,559 +1,220	+10%	+$75K	0.74%	43
2024 Q2	$731K	Buy	12,339 +1,660	+16%	+$97.9K	0.66%	46
2024 Q1	$640K	Buy	10,679 +5,035	+89%	+$286K	0.6%	54
2023 Q4	$314K	Buy	+5,644	New	+$294K	0.32%	94

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kuhn & Co Investment Counsel's JAVA Position: Q1 2026 in Review

Kuhn & Co Investment Counsel held its JPMorgan Active Value ETF (JAVA) position steady in Q1 2026 at 11,795 shares worth $846K. The position accounts for 0.55% of the portfolio, ranked #57.

Kuhn & Co Investment Counsel first reported a position in JAVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $989K in Q1 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Kuhn & Co Investment Counsel held 11,795 shares of JPMorgan Active Value ETF worth $846K as of Q1 2026.
Kuhn & Co Investment Counsel left its JPMorgan Active Value ETF share count unchanged in Q1 2026.
JPMorgan Active Value ETF made up 0.55% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #57 holding.
Kuhn & Co Investment Counsel first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's JPMorgan Active Value ETF position peaked at $989K in Q1 2025.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.