Triad Wealth Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Triad Wealth Partners’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	$6.02M	Buy	72,757 +3,382	+5%	+$259K	0.35%	52
2026 Q1	$4.98M	Buy	69,375 +7,906	+13%	+$587K	0.39%	57
2025 Q4	$4.41M	Buy	61,469 +21,118	+52%	+$1.48M	0.42%	57
2025 Q3	$2.78M	Buy	40,351 +6,884	+21%	+$462K	0.36%	58
2025 Q2	$2.19M	Buy	33,467 +13,931	+71%	+$870K	0.44%	49
2025 Q1	$1.24M	Buy	19,536 +11,070	+131%	+$719K	0.39%	44
2024 Q4	$536K	Buy	+8,466	New	+$555K	0.19%	83

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

Triad Wealth Partners's JAVA Position: Q2 2026 in Review

Triad Wealth Partners increased its JPMorgan Active Value ETF (JAVA) stake by 4.9% in Q2 2026, buying an estimated $259K and bringing the position to 72,757 shares worth $6.02M. The position accounts for 0.35% of the portfolio, ranked #52.

Triad Wealth Partners first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Triad Wealth Partners held 72,757 shares of JPMorgan Active Value ETF worth $6.02M as of Q2 2026.
Triad Wealth Partners bought 3,382 JPMorgan Active Value ETF shares in Q2 2026, an estimated $259K.
JPMorgan Active Value ETF made up 0.35% of Triad Wealth Partners's portfolio in Q2 2026, its #52 holding.
Triad Wealth Partners first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.