Merited Wealth’s JPMorgan Active Value ETF JAVA Stock Holding History

Merited Wealth’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	$4.71M	Buy	59,352 +28,119	+90%	+$2.15M	3.33%	7
2026 Q1	$2.24M	Buy	31,233 +16,707	+115%	+$1.24M	1.86%	22
2025 Q4	$1.04M	Buy	+14,526	New	+$1.02M	0.97%	32

Other funds holding JAVA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Merited Wealth's JAVA Position: Q2 2026 in Review

Merited Wealth increased its JPMorgan Active Value ETF (JAVA) stake by 90% in Q2 2026, buying an estimated $2.15M and bringing the position to 59,352 shares worth $4.71M. The position accounts for 3.33% of the portfolio, ranked #7.

Merited Wealth first reported a position in JAVA in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Merited Wealth held 59,352 shares of JPMorgan Active Value ETF worth $4.71M as of Q2 2026.
Merited Wealth bought 28,119 JPMorgan Active Value ETF shares in Q2 2026, an estimated $2.15M.
JPMorgan Active Value ETF made up 3.33% of Merited Wealth's portfolio in Q2 2026, its #7 holding.
Merited Wealth first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 3 quarters since.
271 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.