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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
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 $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Synergy Investment Management's JAVA Position: Q1 2026 in Review

Synergy Investment Management opened a new position in JPMorgan Active Value ETF (JAVA) in Q1 2026: 188 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in JAVA as recently as Q1 2025.

Synergy Investment Management first reported a position in JAVA in Q4 2024 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Synergy Investment Management held 188 shares of JPMorgan Active Value ETF worth $13.5K as of Q1 2026.
  • JPMorgan Active Value ETF was a new Synergy Investment Management position in Q1 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #458 holding.
  • Synergy Investment Management first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.