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

Private 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	$254K	Hold	3,200	–	–	0.02%	154
2026 Q1	$230K	Hold	3,200	–	–	0.02%	158
2025 Q4	$230K	Sell	3,200 -2,500	-44%	-$175K	0.02%	157
2025 Q3	$393K	Sell	5,700 -7,450	-57%	-$500K	0.03%	135
2025 Q2	$861K	Hold	13,150	–	–	0.07%	101
2025 Q1	$836K	Buy	13,150 +5,650	+75%	+$367K	0.07%	95
2024 Q4	$475K	Buy	+7,500	New	+$492K	0.04%	129

Other funds holding JAVA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Private Wealth Partners held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 3,200 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #154.

Private Wealth Partners first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $861K in Q2 2025. 173 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Private Wealth Partners held 3,200 shares of JPMorgan Active Value ETF worth $254K as of Q2 2026.
Private Wealth Partners left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
JPMorgan Active Value ETF made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #154 holding.
Private Wealth Partners first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
Private Wealth Partners's JPMorgan Active Value ETF position peaked at $861K in Q2 2025.
173 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.