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

Quotient 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	$3.02M	Buy	38,040 +4,118	+12%	+$315K	0.07%	71
2026 Q1	$2.43M	Buy	33,922 +9,753	+40%	+$724K	0.06%	75
2025 Q4	$1.73M	Buy	24,169 +198	+0.8%	+$13.9K	0.05%	91
2025 Q3	$1.65M	Sell	23,971 -252	-1%	-$16.9K	0.05%	91
2025 Q2	$1.59M	Buy	24,223 +3,501	+17%	+$219K	0.05%	92
2025 Q1	$1.32M	Buy	+20,722	New	+$1.35M	0.04%	96

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

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

Quotient Wealth Partners increased its JPMorgan Active Value ETF (JAVA) stake by 12% in Q2 2026, buying an estimated $315K and bringing the position to 38,040 shares worth $3.02M. The position accounts for 0.07% of the portfolio, ranked #71.

Quotient Wealth Partners first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Quotient Wealth Partners held 38,040 shares of JPMorgan Active Value ETF worth $3.02M as of Q2 2026.
Quotient Wealth Partners bought 4,118 JPMorgan Active Value ETF shares in Q2 2026, an estimated $315K.
JPMorgan Active Value ETF made up 0.07% of Quotient Wealth Partners's portfolio in Q2 2026, its #71 holding.
Quotient Wealth Partners first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

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