Summit Wealth & Retirement Planning’s JPMorgan Active Value ETF JAVA Stock Holding History

Summit Wealth & Retirement Planning’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	–	Sell	-2,907	Closed	-$231K	–	115
2026 Q2	$231K	Hold	2,907	–	–	0.05%	101
2026 Q1	$209K	Sell	2,907 -271	-9%	-$20.1K	0.05%	104
2025 Q4	$228K	Hold	3,178	–	–	0.05%	104
2025 Q3	$219K	Hold	3,178	–	–	0.05%	99
2025 Q2	$208K	Hold	3,178	–	–	0.06%	97
2025 Q1	$202K	Buy	+3,178	New	+$206K	0.06%	76

Other funds holding JAVA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Summit Wealth & Retirement Planning's JAVA Position: Q3 2026 in Review

Summit Wealth & Retirement Planning sold out of JPMorgan Active Value ETF (JAVA) in Q3 2026, closing a stake of 2,907 shares — an estimated $231K sold.

Summit Wealth & Retirement Planning first reported a position in JAVA in Q1 2025 and held it in 6 quarters. The position peaked at $231K in Q2 2026. 267 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Summit Wealth & Retirement Planning reported no remaining JPMorgan Active Value ETF position as of Q3 2026 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 2,907 JPMorgan Active Value ETF shares in Q3 2026, an estimated $231K.
Summit Wealth & Retirement Planning first reported a position in JPMorgan Active Value ETF in Q1 2025 and held it in 6 quarters.
Summit Wealth & Retirement Planning's JPMorgan Active Value ETF position peaked at $231K in Q2 2026.
267 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2026, filed 12 Nov 2026.