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 Q3	$646K	Buy	8,102 +636	+9%	+$51.9K	0.07%	226
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%	-$6.94K	0.04%	353
2025 Q3	$421K	Sell	6,083 -92	-1%	-$6.18K	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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

SeaCrest Wealth Management's JAVA Position: Q3 2026 in Review

SeaCrest Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 8.5% in Q3 2026, buying an estimated $51.9K and bringing the position to 8,102 shares worth $646K. The position accounts for 0.07% of the portfolio, ranked #226.

SeaCrest Wealth Management first reported a position in JAVA in Q3 2024 and has held it in 9 quarters since. 117 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

SeaCrest Wealth Management held 8,102 shares of JPMorgan Active Value ETF worth $646K as of Q3 2026.
SeaCrest Wealth Management bought 636 JPMorgan Active Value ETF shares in Q3 2026, an estimated $51.9K.
JPMorgan Active Value ETF made up 0.07% of SeaCrest Wealth Management's portfolio in Q3 2026, its #226 holding.
SeaCrest Wealth Management first reported a position in JPMorgan Active Value ETF in Q3 2024 and has held it in 9 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.