Resolute Wealth Strategies’s JPMorgan Active Value ETF JAVA Stock Holding History

Resolute Wealth Strategies’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	$8.04M	Buy	112,106 +5,746	+5%	+$426K	3.47%	8
2025 Q4	$7.63M	Buy	106,360 +6,244	+6%	+$438K	3.34%	7
2025 Q3	$6.9M	Sell	100,116 -71,525	-42%	-$4.8M	3.16%	7
2025 Q2	$11.2M	Buy	171,641 +5,031	+3%	+$314K	6.02%	2
2025 Q1	$10.6M	Buy	166,610 +104,245	+167%	+$6.77M	5.91%	2
2024 Q4	$3.95M	Buy	62,365 +702	+1%	+$46K	2.03%	17
2024 Q3	$3.95M	Buy	61,663 +3,165	+5%	+$195K	2.05%	15
2024 Q2	$3.47M	Buy	58,498 +5,934	+11%	+$350K	2%	15
2024 Q1	$3.15M	Buy	+52,564	New	+$2.98M	1.91%	15

Other funds holding JAVA

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Resolute Wealth Strategies's JAVA Position: Q1 2026 in Review

Resolute Wealth Strategies increased its JPMorgan Active Value ETF (JAVA) stake by 5.4% in Q1 2026, buying an estimated $426K and bringing the position to 112,106 shares worth $8.04M. The position accounts for 3.47% of the portfolio, ranked #8.

Resolute Wealth Strategies first reported a position in JAVA in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.2M in Q2 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Resolute Wealth Strategies held 112,106 shares of JPMorgan Active Value ETF worth $8.04M as of Q1 2026.
Resolute Wealth Strategies bought 5,746 JPMorgan Active Value ETF shares in Q1 2026, an estimated $426K.
JPMorgan Active Value ETF made up 3.47% of Resolute Wealth Strategies's portfolio in Q1 2026, its #8 holding.
Resolute Wealth Strategies first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 9 quarters since.
Resolute Wealth Strategies's JPMorgan Active Value ETF position peaked at $11.2M in Q2 2025.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Resolute Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.