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Richards, Merrill & Peterson’s JPMorgan Active Value ETF JAVA Stock Holding History

Richards, Merrill & Peterson’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 		$80.5K Hold
1,014
– – 0.03% 229
2026
Q1 		$72.8K Hold
1,014
– – 0.03% 220
2025
Q4 		$72.7K Buy
+1,014
New +$71.1K 0.03% 207

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Richards, Merrill & Peterson's JAVA Position: Q2 2026 in Review

Richards, Merrill & Peterson held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 1,014 shares worth $80.5K. The position accounts for 0.03% of the portfolio, ranked #229.

Richards, Merrill & Peterson first reported a position in JAVA in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Richards, Merrill & Peterson held 1,014 shares of JPMorgan Active Value ETF worth $80.5K as of Q2 2026.
  • Richards, Merrill & Peterson left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
  • JPMorgan Active Value ETF made up 0.03% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #229 holding.
  • Richards, Merrill & Peterson first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.