Spire Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Spire Wealth Management’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	$34.4K	Buy	433 +1	+0.2%	+$76	﹤0.01%	1280
2026 Q1	$31K	Buy	432 +3	+0.7%	+$223	﹤0.01%	1301
2025 Q4	$30.8K	Buy	429 +34	+9%	+$2.38K	﹤0.01%	1328
2025 Q3	$27.3K	Buy	395 +11	+3%	+$738	﹤0.01%	1423
2025 Q2	$25.1K	Buy	384 +26	+7%	+$1.62K	﹤0.01%	1428
2025 Q1	$22.8K	Buy	358 +142	+66%	+$9.22K	﹤0.01%	1564
2024 Q4	$13.7K	Buy	216 +1	+0.5%	+$66	﹤0.01%	1750
2024 Q3	$13.8K	Sell	215 -1	-0.5%	-$61	﹤0.01%	1548
2024 Q2	$12.8K	Buy	216 +147	+213%	+$8.67K	﹤0.01%	1573
2024 Q1	$4.13K	Sell	69 -12	-15%	-$681	﹤0.01%	1973
2023 Q4	$4.47K	Sell	81 -30	-27%	-$1.56K	﹤0.01%	1982
2023 Q3	$5.69K	Buy	111 +52	+88%	+$2.77K	﹤0.01%	1911
2023 Q2	$3.14K	Sell	59 -82	-58%	-$4.24K	﹤0.01%	2112
2023 Q1	$7.26K	Buy	+141	New	+$7.36K	﹤0.01%	1948

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

Spire Wealth Management's JAVA Position: Q2 2026 in Review

Spire Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 0.23% in Q2 2026, buying an estimated $76 and bringing the position to 433 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Spire Wealth Management first reported a position in JAVA in Q1 2023 and has held it in 14 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Spire Wealth Management held 433 shares of JPMorgan Active Value ETF worth $34.4K as of Q2 2026.
Spire Wealth Management bought 1 JPMorgan Active Value ETF share in Q2 2026, an estimated $76.
JPMorgan Active Value ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1280 holding.
Spire Wealth Management first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 14 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.