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SHP Wealth Management’s Coffee Holding Co JVA Stock Holding History

SHP Wealth Management’s Portfolio JVA Stock Details JVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425 Buy
+100
New +$356 ﹤0.01% 1652

Other funds holding JVA

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QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return

SHP Wealth Management's JVA Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Coffee Holding Co (JVA) in Q1 2026: 100 shares worth $425. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings.

31 funds tracked by Wall St. Rank hold JVA as of Q1 2026.

  • SHP Wealth Management held 100 shares of Coffee Holding Co worth $425 as of Q1 2026.
  • Coffee Holding Co was a new SHP Wealth Management position in Q1 2026.
  • Coffee Holding Co made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1652 holding.
  • 31 funds tracked by Wall St. Rank held Coffee Holding Co as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.