Sugar Maple Asset Management
JAVA icon

Sugar Maple Asset Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Sugar Maple Asset 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 		$1.43M Sell
17,932
-244
-1% -$19.9K 0.81% 30
2026
Q2 		$1.44M Buy
18,176
+368
+2% +$28.1K 0.93% 27
2026
Q1 		$1.28M Sell
17,808
-521
-3% -$38.7K 0.78% 29
2025
Q4 		$1.31M Sell
18,329
-125
-0.7% -$8.77K 0.88% 24
2025
Q3 		$1.27M Sell
18,454
-7,903
-30% -$530K 0.91% 27
2025
Q2 		$1.73M Sell
26,357
-907
-3% -$56.6K 1.35% 17
2025
Q1 		$1.73M Buy
27,264
+8,875
+48% +$576K 1.36% 18
2024
Q4 		$1.16M Buy
18,389
+2,933
+19% +$192K 0.89% 25
2024
Q3 		$990K Sell
15,456
-259
-2% -$15.9K 0.86% 25
2024
Q2 		$931K Buy
15,715
+2,724
+21% +$161K 0.9% 24
2024
Q1 		$778K Buy
+12,991
New +$737K 0.75% 26

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

Sugar Maple Asset Management's JAVA Position: Q3 2026 in Review

Sugar Maple Asset Management reduced its JPMorgan Active Value ETF (JAVA) stake by 1.3% in Q3 2026, selling an estimated $19.9K and leaving 17,932 shares worth $1.43M. The position accounts for 0.81% of the portfolio, ranked #30.

Sugar Maple Asset Management first reported a position in JAVA in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.73M in Q1 2025. 267 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Sugar Maple Asset Management held 17,932 shares of JPMorgan Active Value ETF worth $1.43M as of Q3 2026.
  • Sugar Maple Asset Management sold 244 JPMorgan Active Value ETF shares in Q3 2026, an estimated $19.9K.
  • JPMorgan Active Value ETF made up 0.81% of Sugar Maple Asset Management's portfolio in Q3 2026, its #30 holding.
  • Sugar Maple Asset Management first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 11 quarters since.
  • Sugar Maple Asset Management's JPMorgan Active Value ETF position peaked at $1.73M in Q1 2025.
  • 267 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.