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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
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

Other funds holding JAVA

JP Morgan Chase
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Root Financial Partners's JAVA Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan Active Value ETF (JAVA) in Q2 2026, closing a stake of 800 shares — an estimated $57.4K sold.

Root Financial Partners first reported a position in JAVA in Q3 2025 and held it in 3 quarters. The position peaked at $57.4K in Q1 2026. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 800 JPMorgan Active Value ETF shares in Q2 2026, an estimated $57.4K.
  • Root Financial Partners first reported a position in JPMorgan Active Value ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's JPMorgan Active Value ETF position peaked at $57.4K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.