Spire Wealth Management
JAVA icon

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
Q3 		$34.5K Hold
433
– – ﹤0.01% 1245
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% +$2.78K ﹤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
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Spire Wealth Management's JAVA Position: Q3 2026 in Review

Spire Wealth Management held its JPMorgan Active Value ETF (JAVA) position steady in Q3 2026 at 433 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Spire Wealth Management first reported a position in JAVA in Q1 2023 and has held it in 15 quarters since. 267 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Spire Wealth Management held 433 shares of JPMorgan Active Value ETF worth $34.5K as of Q3 2026.
  • Spire Wealth Management left its JPMorgan Active Value ETF share count unchanged in Q3 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1245 holding.
  • Spire Wealth Management first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 15 quarters since.
  • 267 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.