SIMA Wealth Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

SIMA Wealth Partners’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	$7.37M	Sell	92,826 -1,916	-2%	-$147K	5.22%	8
2026 Q1	$6.8M	Sell	94,742 -712	-0.7%	-$52.8K	5.18%	9
2025 Q4	$6.85M	Sell	95,454 -4,441	-4%	-$312K	5.21%	8
2025 Q3	$6.89M	Sell	99,895 -88	-0.1%	-$5.91K	5.27%	7
2025 Q2	$6.55M	Buy	99,983 +4,297	+4%	+$268K	5.29%	8
2025 Q1	$6.08M	Buy	95,686 +3,268	+4%	+$212K	5.05%	8
2024 Q4	$5.85M	Sell	92,418 -16,326	-15%	-$1.07M	4.97%	8
2024 Q3	$6.97M	Sell	108,744 -5,829	-5%	-$358K	6.05%	5
2024 Q2	$6.79M	Buy	+114,573	New	+$6.76M	6.47%	4

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

SIMA Wealth Partners's JAVA Position: Q2 2026 in Review

SIMA Wealth Partners reduced its JPMorgan Active Value ETF (JAVA) stake by 2% in Q2 2026, selling an estimated $147K and leaving 92,826 shares worth $7.37M. The position accounts for 5.22% of the portfolio, ranked #8.

SIMA Wealth Partners first reported a position in JAVA in Q2 2024 and has held it in 9 quarters since. 271 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

SIMA Wealth Partners held 92,826 shares of JPMorgan Active Value ETF worth $7.37M as of Q2 2026.
SIMA Wealth Partners sold 1,916 JPMorgan Active Value ETF shares in Q2 2026, an estimated $147K.
JPMorgan Active Value ETF made up 5.22% of SIMA Wealth Partners's portfolio in Q2 2026, its #8 holding.
SIMA Wealth Partners first reported a position in JPMorgan Active Value ETF in Q2 2024 and has held it in 9 quarters since.
271 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.