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 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%	-$9.75K	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 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

PUREfi Wealth's JAVA Position: Q2 2026 in Review

PUREfi Wealth increased its JPMorgan Active Value ETF (JAVA) stake by 16% in Q2 2026, buying an estimated $241K and bringing the position to 23,382 shares worth $1.86M. The position accounts for 1.02% of the portfolio, ranked #20.

PUREfi Wealth first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

PUREfi Wealth held 23,382 shares of JPMorgan Active Value ETF worth $1.86M as of Q2 2026.
PUREfi Wealth bought 3,155 JPMorgan Active Value ETF shares in Q2 2026, an estimated $241K.
JPMorgan Active Value ETF made up 1.02% of PUREfi Wealth's portfolio in Q2 2026, its #20 holding.
PUREfi Wealth first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.