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PUREfi Wealth’s JPMorgan Active Value ETF JAVA Stock Holding History

PUREfi Wealth’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
Q3 		$1.97M Buy
24,711
+1,329
+6% +$109K 0.92% 25
2026
Q2 		$1.86M Buy
23,382
+3,155
+16% +$241K 1.02% 20
2026
Q1 		$1.45M Buy
20,227
+7,495
+59% +$556K 0.95% 24
2025
Q4 		$913K Sell
12,732
-139
-1% -$9.8K 0.7% 37
2025
Q3 		$888K Buy
12,871
+1,175
+10% +$78.9K 0.68% 44
2025
Q2 		$766K Buy
11,696
+5,023
+75% +$314K 0.61% 47
2025
Q1 		$424K Buy
+6,673
New +$433K 0.42% 69

Other funds holding JAVA

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Orrstown Financial Services
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

PUREfi Wealth's JAVA Position: Q3 2026 in Review

PUREfi Wealth increased its JPMorgan Active Value ETF (JAVA) stake by 5.7% in Q3 2026, buying an estimated $109K and bringing the position to 24,711 shares worth $1.97M. The position accounts for 0.92% of the portfolio, ranked #25.

PUREfi Wealth first reported a position in JAVA in Q1 2025 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • PUREfi Wealth held 24,711 shares of JPMorgan Active Value ETF worth $1.97M as of Q3 2026.
  • PUREfi Wealth bought 1,329 JPMorgan Active Value ETF shares in Q3 2026, an estimated $109K.
  • JPMorgan Active Value ETF made up 0.92% of PUREfi Wealth's portfolio in Q3 2026, its #25 holding.
  • PUREfi Wealth first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.