Triangle Securities Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Triangle Securities Wealth Management's JAVA Position: Q3 2026 in Review

Triangle Securities Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 1.3% in Q3 2026, buying an estimated $267K and bringing the position to 256,282 shares worth $20.4M. The position accounts for 3.91% of the portfolio, ranked #2.

Triangle Securities Wealth Management first reported a position in JAVA in Q3 2023 and has held it in 13 quarters since. 85 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

• Triangle Securities Wealth Management held 256,282 shares of JPMorgan Active Value ETF worth $20.4M as of Q3 2026.
• Triangle Securities Wealth Management bought 3,276 JPMorgan Active Value ETF shares in Q3 2026, an estimated $267K.
• JPMorgan Active Value ETF made up 3.91% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #2 holding.
• Triangle Securities Wealth Management first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 13 quarters since.
• 85 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.