Northwestern Mutual Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Northwestern Mutual 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
2026 Q2	$9.41M	Buy	118,452 +9,029	+8%	+$690K	0.01%	643
2026 Q1	$7.85M	Buy	109,423 +11,313	+12%	+$840K	﹤0.01%	664
2025 Q4	$7.04M	Buy	98,110 +4,757	+5%	+$334K	﹤0.01%	660
2025 Q3	$6.44M	Buy	93,353 +79,145	+557%	+$5.31M	﹤0.01%	655
2025 Q2	$931K	Buy	14,208 +9,675	+213%	+$604K	﹤0.01%	1187
2025 Q1	$288K	Buy	4,533 +3,694	+440%	+$240K	﹤0.01%	1522
2024 Q4	$53.1K	Buy	839 +812	+3,007%	+$53.2K	﹤0.01%	2166
2024 Q3	$1.73K	Buy	+27	New	+$1.66K	﹤0.01%	3146
2023 Q4	–	Sell	-13	Closed	-$666	–	3575
2023 Q3	$666	Buy	+13	New	+$694	﹤0.01%	3086

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

Northwestern Mutual Wealth Management's JAVA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 8.3% in Q2 2026, buying an estimated $690K and bringing the position to 118,452 shares worth $9.41M. The position accounts for 0.01% of the portfolio, ranked #643.

Northwestern Mutual Wealth Management first reported a position in JAVA in Q3 2023 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Northwestern Mutual Wealth Management held 118,452 shares of JPMorgan Active Value ETF worth $9.41M as of Q2 2026.
Northwestern Mutual Wealth Management bought 9,029 JPMorgan Active Value ETF shares in Q2 2026, an estimated $690K.
JPMorgan Active Value ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #643 holding.
Northwestern Mutual Wealth Management first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 9 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.