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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shared Vision Wealth Group's JAVA Position: Q1 2026 in Review

Shared Vision Wealth Group sold out of JPMorgan Active Value ETF (JAVA) in Q1 2026, closing a stake of 2,681 shares — an estimated $201K sold.

Shared Vision Wealth Group first reported a position in JAVA in Q3 2025 and held it in 2 quarters. The position peaked at $205K in Q3 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Shared Vision Wealth Group reported no remaining JPMorgan Active Value ETF position as of Q1 2026 after selling out during the quarter.
  • Shared Vision Wealth Group sold 2,681 JPMorgan Active Value ETF shares in Q1 2026, an estimated $201K.
  • Shared Vision Wealth Group first reported a position in JPMorgan Active Value ETF in Q3 2025 and held it in 2 quarters.
  • Shared Vision Wealth Group's JPMorgan Active Value ETF position peaked at $205K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.