Lake Street Private Wealth’s JPMorgan Active Value ETF JAVA Stock Holding History

Lake Street Private Wealth's JAVA Position: Q2 2026 in Review

Lake Street Private Wealth reduced its JPMorgan Active Value ETF (JAVA) stake by 25% in Q2 2026, selling an estimated $291K and leaving 11,329 shares worth $900K. The position accounts for 0.1% of the portfolio, ranked #130.

Lake Street Private Wealth first reported a position in JAVA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q4 2025. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

• Lake Street Private Wealth held 11,329 shares of JPMorgan Active Value ETF worth $900K as of Q2 2026.
• Lake Street Private Wealth sold 3,803 JPMorgan Active Value ETF shares in Q2 2026, an estimated $291K.
• JPMorgan Active Value ETF made up 0.1% of Lake Street Private Wealth's portfolio in Q2 2026, its #130 holding.
• Lake Street Private Wealth first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 15 quarters since.
• Lake Street Private Wealth's JPMorgan Active Value ETF position peaked at $1.12M in Q4 2025.
• 276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.