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 Q2	$565K	Buy	7,119 +1,596	+29%	+$122K	0.21%	90
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 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 Harbor Wealth Partners's JAVA Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its JPMorgan Active Value ETF (JAVA) stake by 29% in Q2 2026, buying an estimated $122K and bringing the position to 7,119 shares worth $565K. The position accounts for 0.21% of the portfolio, ranked #90.

Oak Harbor Wealth Partners first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Oak Harbor Wealth Partners held 7,119 shares of JPMorgan Active Value ETF worth $565K as of Q2 2026.
Oak Harbor Wealth Partners bought 1,596 JPMorgan Active Value ETF shares in Q2 2026, an estimated $122K.
JPMorgan Active Value ETF made up 0.21% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #90 holding.
Oak Harbor Wealth Partners first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.