Stratos Wealth Partners
JAVA icon

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

Stratos 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 		$515K Buy
6,486
+316
+5% +$24.2K 0.01% 1133
2026
Q1 		$443K Sell
6,170
-118
-2% -$8.76K 0.01% 1116
2025
Q4 		$451K Sell
6,288
-300
-5% -$21K 0.01% 1088
2025
Q3 		$454K Sell
6,588
-272
-4% -$18.3K 0.01% 1063
2025
Q2 		$449K Buy
6,860
+106
+2% +$6.62K 0.01% 966
2025
Q1 		$429K Buy
6,754
+241
+4% +$15.6K 0.01% 947
2024
Q4 		$412K Sell
6,513
-28
-0.4% -$1.83K 0.01% 1015
2024
Q3 		$419K Buy
6,541
+703
+12% +$43.2K 0.01% 1002
2024
Q2 		$346K Buy
5,838
+1,806
+45% +$107K 0.01% 1038
2024
Q1 		$241K Sell
4,032
-2,125
-35% -$121K ﹤0.01% 1197
2023
Q4 		$342K Buy
6,157
+776
+14% +$40.5K 0.01% 1018
2023
Q3 		$276K Buy
5,381
+1,340
+33% +$71.5K 0.01% 1053
2023
Q2 		$215K Buy
+4,041
New +$209K ﹤0.01% 1081

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dynasty Wealth Management
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
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stratos Wealth Partners increased its JPMorgan Active Value ETF (JAVA) stake by 5.1% in Q2 2026, buying an estimated $24.2K and bringing the position to 6,486 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #1133.

Stratos Wealth Partners first reported a position in JAVA in Q2 2023 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Stratos Wealth Partners held 6,486 shares of JPMorgan Active Value ETF worth $515K as of Q2 2026.
  • Stratos Wealth Partners bought 316 JPMorgan Active Value ETF shares in Q2 2026, an estimated $24.2K.
  • JPMorgan Active Value ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1133 holding.
  • Stratos Wealth Partners first reported a position in JPMorgan Active Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.