McDonald Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

McDonald Partners’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	$6.12K	Buy	+77	New	+$5.89K	﹤0.01%	522

Other funds holding JAVA

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

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

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

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

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

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

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

McDonald Partners's JAVA Position: Q2 2026 in Review

McDonald Partners opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 77 shares worth $6.12K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings.

108 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

McDonald Partners held 77 shares of JPMorgan Active Value ETF worth $6.12K as of Q2 2026.
JPMorgan Active Value ETF was a new McDonald Partners position in Q2 2026.
JPMorgan Active Value ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #522 holding.
108 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.