SWGC
JAVA icon

Summit Wealth Group (Colorado)’s JPMorgan Active Value ETF JAVA Stock Holding History

Summit Wealth Group (Colorado)’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 		$928K Buy
11,685
+216
+2% +$16.5K 0.08% 137
2026
Q1 		$823K Sell
11,469
-219
-2% -$16.3K 0.09% 127
2025
Q4 		$838K Buy
+11,688
New +$820K 0.11% 108
2025
Q3 		– Sell
-11,688
Closed -$766K – 574
2025
Q2 		$766K Buy
+11,688
New +$730K 0.19% 104

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
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

Summit Wealth Group (Colorado)'s JAVA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its JPMorgan Active Value ETF (JAVA) stake by 1.9% in Q2 2026, buying an estimated $16.5K and bringing the position to 11,685 shares worth $928K. The position accounts for 0.08% of the portfolio, ranked #137.

Summit Wealth Group (Colorado) first reported a position in JAVA in Q2 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Summit Wealth Group (Colorado) held 11,685 shares of JPMorgan Active Value ETF worth $928K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 216 JPMorgan Active Value ETF shares in Q2 2026, an estimated $16.5K.
  • JPMorgan Active Value ETF made up 0.08% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #137 holding.
  • Summit Wealth Group (Colorado) first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.