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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Partners's JAVA Position: Q1 2026 in Review

Stratos Wealth Partners reduced its JPMorgan Active Value ETF (JAVA) stake by 1.9% in Q1 2026, selling an estimated $8.76K and leaving 6,170 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #1116.

Stratos Wealth Partners first reported a position in JAVA in Q2 2023 and has held it in 12 quarters since. The position peaked at $454K in Q3 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Stratos Wealth Partners held 6,170 shares of JPMorgan Active Value ETF worth $443K as of Q1 2026.
Stratos Wealth Partners sold 118 JPMorgan Active Value ETF shares in Q1 2026, an estimated $8.76K.
JPMorgan Active Value ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1116 holding.
Stratos Wealth Partners first reported a position in JPMorgan Active Value ETF in Q2 2023 and has held it in 12 quarters since.
Stratos Wealth Partners's JPMorgan Active Value ETF position peaked at $454K in Q3 2025.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.