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

Obermeyer 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	$665K	Hold	8,372	–	–	0.03%	154
2026 Q1	$601K	Hold	8,372	–	–	0.03%	157
2025 Q4	$600K	Hold	8,372	–	–	0.03%	153
2025 Q3	$577K	Hold	8,372	–	–	0.03%	150
2025 Q2	$548K	Hold	8,372	–	–	0.03%	151
2025 Q1	$532K	Hold	8,372	–	–	0.03%	146
2024 Q4	$530K	Hold	8,372	–	–	0.03%	143
2024 Q3	$536K	Hold	8,372	–	–	0.03%	148
2024 Q2	$496K	Buy	+8,372	New	+$494K	0.03%	145

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

Obermeyer Wealth Partners's JAVA Position: Q2 2026 in Review

Obermeyer Wealth Partners held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 8,372 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #154.

Obermeyer Wealth Partners first reported a position in JAVA in Q2 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Obermeyer Wealth Partners held 8,372 shares of JPMorgan Active Value ETF worth $665K as of Q2 2026.
Obermeyer Wealth Partners left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
JPMorgan Active Value ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #154 holding.
Obermeyer Wealth Partners first reported a position in JPMorgan Active Value ETF in Q2 2024 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 Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.