Oak Barrel Wealth Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History

Oak Barrel Wealth Advisory’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	$801K	Buy	+10,083	New	+$771K	0.35%	38
2025 Q4	$719K	Buy	+10,027	New	+$703K	0.43%	42

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

Oak Barrel Wealth Advisory's JAVA Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 10,083 shares worth $801K. The stake represents 0.35% of the portfolio and ranks #38 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JAVA as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JAVA in Q4 2025 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Oak Barrel Wealth Advisory held 10,083 shares of JPMorgan Active Value ETF worth $801K as of Q2 2026.
JPMorgan Active Value ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
JPMorgan Active Value ETF made up 0.35% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #38 holding.
Oak Barrel Wealth Advisory first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 2 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.