SummitPoint Capital Management’s JPMorgan Active Value ETF JAVA Stock Holding History

SummitPoint Capital 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 Q2	$5.87M	Buy	73,974 +12,884	+21%	+$985K	6.33%	4
2026 Q1	$4.38M	Buy	+61,090	New	+$4.53M	5.56%	6

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

SummitPoint Capital Management's JAVA Position: Q2 2026 in Review

SummitPoint Capital Management increased its JPMorgan Active Value ETF (JAVA) stake by 21% in Q2 2026, buying an estimated $985K and bringing the position to 73,974 shares worth $5.87M. The position accounts for 6.33% of the portfolio, ranked #4.

SummitPoint Capital Management first reported a position in JAVA in Q1 2026 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

SummitPoint Capital Management held 73,974 shares of JPMorgan Active Value ETF worth $5.87M as of Q2 2026.
SummitPoint Capital Management bought 12,884 JPMorgan Active Value ETF shares in Q2 2026, an estimated $985K.
JPMorgan Active Value ETF made up 6.33% of SummitPoint Capital Management's portfolio in Q2 2026, its #4 holding.
SummitPoint Capital Management first reported a position in JPMorgan Active Value ETF in Q1 2026 and has held it in 2 quarters since.
271 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on SummitPoint Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.