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 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 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 $5.49B AUM 19.47% 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

Sugar Maple Asset Management's JAVA Position: Q1 2026 in Review

Sugar Maple Asset Management reduced its JPMorgan Active Value ETF (JAVA) stake by 2.8% in Q1 2026, selling an estimated $38.7K and leaving 17,808 shares worth $1.28M. The position accounts for 0.78% of the portfolio, ranked #29.

Sugar Maple Asset Management first reported a position in JAVA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q1 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Sugar Maple Asset Management held 17,808 shares of JPMorgan Active Value ETF worth $1.28M as of Q1 2026.
Sugar Maple Asset Management sold 521 JPMorgan Active Value ETF shares in Q1 2026, an estimated $38.7K.
JPMorgan Active Value ETF made up 0.78% of Sugar Maple Asset Management's portfolio in Q1 2026, its #29 holding.
Sugar Maple Asset Management first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 9 quarters since.
Sugar Maple Asset Management's JPMorgan Active Value ETF position peaked at $1.73M in Q1 2025.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.