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

Litman Gregory 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
2025
Q4 		$705K Sell
9,827
-883
-8% -$61.9K 0.05% 87
2025
Q3 		$739K Sell
10,710
-675
-6% -$45.3K 0.05% 83
2025
Q2 		$746K Sell
11,385
-1,611
-12% -$101K 0.06% 79
2025
Q1 		$826K Sell
12,996
-2,860
-18% -$186K 0.07% 78
2024
Q4 		$1M Buy
15,856
+2,211
+16% +$145K 0.09% 71
2024
Q3 		$874K Buy
13,645
+1,956
+17% +$120K 0.07% 74
2024
Q2 		$693K Sell
11,689
-2,036
-15% -$120K 0.06% 78
2024
Q1 		$822K Buy
13,725
+2,420
+21% +$137K 0.07% 76
2023
Q4 		$629K Sell
11,305
-495
-4% -$25.8K 0.06% 79
2023
Q3 		$605K Hold
11,800
– – 0.06% 80
2023
Q2 		$627K Buy
+11,800
New +$611K 0.08% 53
2023
Q1 		– Sell
-12,585
Closed -$645K – 73
2022
Q4 		$645K Hold
12,585
– – 0.09% 54
2022
Q3 		$576K Hold
12,585
– – 0.09% 48
2022
Q2 		$600K Sell
12,585
-1,955
-13% -$100K 0.09% 60
2022
Q1 		$785K Buy
+14,540
New +$772K 0.11% 51

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Litman Gregory Wealth Management's JAVA Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its JPMorgan Active Value ETF (JAVA) stake by 8.2% in Q4 2025, selling an estimated $61.9K and leaving 9,827 shares worth $705K. The position accounts for 0.05% of the portfolio, ranked #87.

Litman Gregory Wealth Management first reported a position in JAVA in Q1 2022 and has held it in 15 quarters since. The position peaked at $1M in Q4 2024. 254 funds tracked by Wall St. Rank hold JAVA as of Q4 2025.

  • Litman Gregory Wealth Management held 9,827 shares of JPMorgan Active Value ETF worth $705K as of Q4 2025.
  • Litman Gregory Wealth Management sold 883 JPMorgan Active Value ETF shares in Q4 2025, an estimated $61.9K.
  • JPMorgan Active Value ETF made up 0.05% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #87 holding.
  • Litman Gregory Wealth Management first reported a position in JPMorgan Active Value ETF in Q1 2022 and has held it in 15 quarters since.
  • Litman Gregory Wealth Management's JPMorgan Active Value ETF position peaked at $1M in Q4 2024.
  • 254 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.