SeaCrest Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

SeaCrest Wealth Management’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	$593K	Buy	7,466 +1,481	+25%	+$113K	0.07%	252
2026 Q1	$429K	Buy	5,985 +1	+0%	+$74	0.05%	366
2025 Q4	$440K	Sell	5,984 -99	-2%	-$6.95K	0.04%	353
2025 Q3	$421K	Sell	6,083 -92	-1%	-$6.17K	0.04%	353
2025 Q2	$404K	Buy	6,175 +909	+17%	+$56.8K	0.04%	372
2025 Q1	$335K	Buy	5,266 +468	+10%	+$30.4K	0.04%	445
2024 Q4	$304K	Buy	4,798 +1,183	+33%	+$77.5K	0.03%	487
2024 Q3	$232K	Buy	+3,615	New	+$222K	0.02%	576

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

SeaCrest Wealth Management's JAVA Position: Q2 2026 in Review

SeaCrest Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 25% in Q2 2026, buying an estimated $113K and bringing the position to 7,466 shares worth $593K. The position accounts for 0.07% of the portfolio, ranked #252.

SeaCrest Wealth Management first reported a position in JAVA in Q3 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

SeaCrest Wealth Management held 7,466 shares of JPMorgan Active Value ETF worth $593K as of Q2 2026.
SeaCrest Wealth Management bought 1,481 JPMorgan Active Value ETF shares in Q2 2026, an estimated $113K.
JPMorgan Active Value ETF made up 0.07% of SeaCrest Wealth Management's portfolio in Q2 2026, its #252 holding.
SeaCrest Wealth Management first reported a position in JPMorgan Active Value ETF in Q3 2024 and has held it in 8 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.