Traveka Wealth’s JPMorgan Active Value ETF JAVA Stock Holding History

Traveka Wealth’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	$1.67M	Buy	21,049 +1,789	+9%	+$137K	0.56%	40
2026 Q1	$1.38M	Buy	19,260 +3,566	+23%	+$265K	0.53%	43
2025 Q4	$1.13M	Buy	15,694 +6,141	+64%	+$431K	0.46%	47
2025 Q3	$659K	Buy	+9,553	New	+$641K	0.29%	63

Other funds holding JAVA

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Traveka Wealth's JAVA Position: Q2 2026 in Review

Traveka Wealth increased its JPMorgan Active Value ETF (JAVA) stake by 9.3% in Q2 2026, buying an estimated $137K and bringing the position to 21,049 shares worth $1.67M. The position accounts for 0.56% of the portfolio, ranked #40.

Traveka Wealth first reported a position in JAVA in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Traveka Wealth held 21,049 shares of JPMorgan Active Value ETF worth $1.67M as of Q2 2026.
Traveka Wealth bought 1,789 JPMorgan Active Value ETF shares in Q2 2026, an estimated $137K.
JPMorgan Active Value ETF made up 0.56% of Traveka Wealth's portfolio in Q2 2026, its #40 holding.
Traveka Wealth first reported a position in JPMorgan Active Value ETF in Q3 2025 and has held it in 4 quarters since.
135 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.