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Oak Harbor Wealth Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Oak Harbor Wealth 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
Q1 		$396K Buy
5,523
+707
+15% +$52.5K 0.09% 152
2025
Q4 		$345K Buy
4,816
+289
+6% +$20.3K 0.08% 162
2025
Q3 		$312K Sell
4,527
-579
-11% -$38.9K 0.08% 168
2025
Q2 		$334K Buy
5,106
+1,111
+28% +$69.4K 0.09% 162
2025
Q1 		$254K Buy
3,995
+233
+6% +$15.1K 0.07% 178
2024
Q4 		$238K Buy
+3,762
New +$247K 0.07% 157

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oak Harbor Wealth Partners's JAVA Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its JPMorgan Active Value ETF (JAVA) stake by 15% in Q1 2026, buying an estimated $52.5K and bringing the position to 5,523 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #152.

Oak Harbor Wealth Partners first reported a position in JAVA in Q4 2024 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Oak Harbor Wealth Partners held 5,523 shares of JPMorgan Active Value ETF worth $396K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 707 JPMorgan Active Value ETF shares in Q1 2026, an estimated $52.5K.
  • JPMorgan Active Value ETF made up 0.09% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #152 holding.
  • Oak Harbor Wealth Partners first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.