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 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 $1.81T 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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Wealth & Retirement Planning's JAVA Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 2,907 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #101.

Summit Wealth & Retirement Planning first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Summit Wealth & Retirement Planning held 2,907 shares of JPMorgan Active Value ETF worth $231K as of Q2 2026.
Summit Wealth & Retirement Planning left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
JPMorgan Active Value ETF made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #101 holding.
Summit Wealth & Retirement Planning first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.