Root Financial Partners
JAVA icon

Root Financial Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Root Financial 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
Q3 		$63.8K Buy
+800
New +$65.3K ﹤0.01% 957
2026
Q2 		– Sell
-800
Closed -$57.4K – 1831
2026
Q1 		$57.4K Hold
800
– – ﹤0.01% 817
2025
Q4 		$57.4K Sell
800
-8
-1% -$561 ﹤0.01% 655
2025
Q3 		$55.7K Buy
+808
New +$54.2K ﹤0.01% 636

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Wilshire Advisors
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Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Root Financial Partners's JAVA Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan Active Value ETF (JAVA) in Q3 2026: 800 shares worth $63.8K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JAVA as recently as Q1 2026.

Root Financial Partners first reported a position in JAVA in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Root Financial Partners held 800 shares of JPMorgan Active Value ETF worth $63.8K as of Q3 2026.
  • JPMorgan Active Value ETF was a new Root Financial Partners position in Q3 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #957 holding.
  • Root Financial Partners first reported a position in JPMorgan Active Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.