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Sound Income Strategies’s JPMorgan Active Value ETF JAVA Stock Holding History

Sound Income Strategies’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 		– Sell
-150
Closed -$10.8K – 1460
2026
Q1 		$10.8K Buy
150
+87
+138% +$6.46K ﹤0.01% 1468
2025
Q4 		$4.7K Hold
63
– – ﹤0.01% 1835
2025
Q3 		$4.33K Hold
63
– – ﹤0.01% 1202
2025
Q2 		$4.13K Hold
63
– – ﹤0.01% 1132
2025
Q1 		$4K Hold
63
– – ﹤0.01% 1106
2024
Q4 		$3.99K Hold
63
– – ﹤0.01% 1040
2024
Q3 		$4.04K Hold
63
– – ﹤0.01% 992
2024
Q2 		$3.73K Buy
+63
New +$3.72K ﹤0.01% 1005

Other funds holding JAVA

JP Morgan Chase
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sound Income Strategies's JAVA Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan Active Value ETF (JAVA) in Q2 2026, closing a stake of 150 shares — an estimated $10.8K sold.

Sound Income Strategies first reported a position in JAVA in Q2 2024 and held it in 8 quarters. The position peaked at $10.8K in Q1 2026. 235 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Sound Income Strategies reported no remaining JPMorgan Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 150 JPMorgan Active Value ETF shares in Q2 2026, an estimated $10.8K.
  • Sound Income Strategies first reported a position in JPMorgan Active Value ETF in Q2 2024 and held it in 8 quarters.
  • Sound Income Strategies's JPMorgan Active Value ETF position peaked at $10.8K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.