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Synergy Investment Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Synergy Investment 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 		$18.9K Buy
239
+51
+27% +$3.9K ﹤0.01% 528
2026
Q1 		$13.5K Buy
+188
New +$14K ﹤0.01% 458
2025
Q2 		– Sell
-187
Closed -$11.9K – 342
2025
Q1 		$11.9K Hold
187
– – 0.01% 367
2024
Q4 		$11.8K Buy
+187
New +$12.3K 0.01% 377

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dynasty Wealth Management
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
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OpenArc Corporate Advisory
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

Synergy Investment Management's JAVA Position: Q2 2026 in Review

Synergy Investment Management increased its JPMorgan Active Value ETF (JAVA) stake by 27% in Q2 2026, buying an estimated $3.9K and bringing the position to 239 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Synergy Investment Management first reported a position in JAVA in Q4 2024 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Synergy Investment Management held 239 shares of JPMorgan Active Value ETF worth $18.9K as of Q2 2026.
  • Synergy Investment Management bought 51 JPMorgan Active Value ETF shares in Q2 2026, an estimated $3.9K.
  • JPMorgan Active Value ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #528 holding.
  • Synergy Investment Management first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.