SMART Wealth’s JPMorgan Active Value ETF JAVA Stock Holding History

SMART Wealth’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	$7.66M	Buy	+96,049	New	+$7.84M	1.56%	12

Other funds holding JAVA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

SMART Wealth's JAVA Position: Q3 2026 in Review

SMART Wealth opened a new position in JPMorgan Active Value ETF (JAVA) in Q3 2026: 96,049 shares worth $7.66M. The stake represents 1.56% of the portfolio and ranks #12 among its holdings.

171 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

SMART Wealth held 96,049 shares of JPMorgan Active Value ETF worth $7.66M as of Q3 2026.
JPMorgan Active Value ETF was a new SMART Wealth position in Q3 2026.
JPMorgan Active Value ETF made up 1.56% of SMART Wealth's portfolio in Q3 2026, its #12 holding.
171 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.