Shared Vision Wealth Group’s JPMorgan Active Value ETF JAVA Stock Holding History

Shared Vision Wealth Group’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	$208K	Buy	+2,623	New	+$201K	0.07%	110
2026 Q1	–	Sell	-2,681	Closed	-$201K	–	98
2025 Q4	$201K	Sell	2,681 -290	-10%	-$20.3K	0.08%	99
2025 Q3	$205K	Buy	+2,971	New	+$199K	0.09%	97

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

Shared Vision Wealth Group's JAVA Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 2,623 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #110 among its holdings. This is a return to the name: Shared Vision Wealth Group previously reported a position in JAVA as recently as Q4 2025.

Shared Vision Wealth Group first reported a position in JAVA in Q3 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Shared Vision Wealth Group held 2,623 shares of JPMorgan Active Value ETF worth $208K as of Q2 2026.
JPMorgan Active Value ETF was a new Shared Vision Wealth Group position in Q2 2026.
JPMorgan Active Value ETF made up 0.07% of Shared Vision Wealth Group's portfolio in Q2 2026, its #110 holding.
Shared Vision Wealth Group first reported a position in JPMorgan Active Value ETF in Q3 2025 and has held it in 3 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.