MassMutual Private Wealth & Trust’s JPMorgan Active Value ETF JAVA Stock Holding History

MassMutual Private Wealth & Trust’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	$1.1M	Sell	13,835 -7,532	-35%	-$576K	0.03%	243
2026 Q1	$1.53M	Sell	21,367 -1,074	-5%	-$79.7K	0.04%	215
2025 Q4	$1.61M	Sell	22,441 -1,419	-6%	-$99.5K	0.04%	209
2025 Q3	$1.65M	Sell	23,860 -1,369	-5%	-$91.9K	0.04%	210
2025 Q2	$1.65M	Sell	25,229 -2,456	-9%	-$153K	0.04%	212
2025 Q1	$1.76M	Sell	27,685 -6,083	-18%	-$395K	0.05%	207
2024 Q4	$2.14M	Buy	33,768 +2,980	+10%	+$195K	0.06%	192
2024 Q3	$1.97M	Buy	30,788 +5,035	+20%	+$309K	0.06%	204
2024 Q2	$1.53M	Sell	25,753 -1,041	-4%	-$61.4K	0.05%	209
2024 Q1	$1.6M	Sell	26,794 -5,705	-18%	-$324K	0.05%	207
2023 Q4	$1.81M	Sell	32,499 -1,410	-4%	-$73.5K	0.06%	192
2023 Q3	$1.74M	Buy	33,909 +2,073	+7%	+$111K	0.06%	192
2023 Q2	$1.69M	Sell	31,836 -5,235	-14%	-$271K	0.06%	200
2023 Q1	$1.91M	Sell	37,071 -8,020	-18%	-$419K	0.07%	189
2022 Q4	$2.31M	Buy	+45,091	New	+$2.28M	0.1%	179

Other funds holding JAVA

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

MassMutual Private Wealth & Trust's JAVA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its JPMorgan Active Value ETF (JAVA) stake by 35% in Q2 2026, selling an estimated $576K and leaving 13,835 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #243.

MassMutual Private Wealth & Trust first reported a position in JAVA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.31M in Q4 2022. 127 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

MassMutual Private Wealth & Trust held 13,835 shares of JPMorgan Active Value ETF worth $1.1M as of Q2 2026.
MassMutual Private Wealth & Trust sold 7,532 JPMorgan Active Value ETF shares in Q2 2026, an estimated $576K.
JPMorgan Active Value ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #243 holding.
MassMutual Private Wealth & Trust first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 15 quarters since.
MassMutual Private Wealth & Trust's JPMorgan Active Value ETF position peaked at $2.31M in Q4 2022.
127 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.