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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
Q1 		$1.45M Buy
20,227
+7,495
+59% +$556K 0.95% 24
2025
Q4 		$913K Sell
12,732
-139
-1% -$9.75K 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

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

PUREfi Wealth's JAVA Position: Q1 2026 in Review

PUREfi Wealth increased its JPMorgan Active Value ETF (JAVA) stake by 59% in Q1 2026, buying an estimated $556K and bringing the position to 20,227 shares worth $1.45M. The position accounts for 0.95% of the portfolio, ranked #24.

PUREfi Wealth first reported a position in JAVA in Q1 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • PUREfi Wealth held 20,227 shares of JPMorgan Active Value ETF worth $1.45M as of Q1 2026.
  • PUREfi Wealth bought 7,495 JPMorgan Active Value ETF shares in Q1 2026, an estimated $556K.
  • JPMorgan Active Value ETF made up 0.95% of PUREfi Wealth's portfolio in Q1 2026, its #24 holding.
  • PUREfi Wealth first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.