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

Triangle Securities Wealth 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	$20.1M	Buy	253,006 +4,814	+2%	+$368K	3.99%	1
2026 Q1	$17.8M	Buy	248,192 +7,534	+3%	+$559K	4.04%	1
2025 Q4	$17.3M	Sell	240,658 -62	-0%	-$4.35K	3.64%	2
2025 Q3	$16.6M	Buy	240,720 +463	+0.2%	+$31.1K	3.76%	1
2025 Q2	$15.7M	Buy	240,257 +2,311	+1%	+$144K	3.87%	1
2025 Q1	$15.1M	Buy	237,946 +3,221	+1%	+$209K	3.89%	1
2024 Q4	$14.9M	Buy	234,725 +7,254	+3%	+$475K	3.81%	1
2024 Q3	$14.6M	Buy	227,471 +177,017	+351%	+$10.9M	3.77%	1
2024 Q2	$2.99M	Buy	50,454 +15,266	+43%	+$900K	0.84%	32
2024 Q1	$2.11M	Buy	35,188 +13,865	+65%	+$787K	0.6%	55
2023 Q4	$1.19M	Buy	21,323 +16,861	+378%	+$879K	0.37%	77
2023 Q3	$229K	Buy	+4,462	New	+$238K	0.08%	175

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

Triangle Securities Wealth Management's JAVA Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 1.9% in Q2 2026, buying an estimated $368K and bringing the position to 253,006 shares worth $20.1M. The position accounts for 3.99% of the portfolio, ranked #1.

Triangle Securities Wealth Management first reported a position in JAVA in Q3 2023 and has held it in 12 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Triangle Securities Wealth Management held 253,006 shares of JPMorgan Active Value ETF worth $20.1M as of Q2 2026.
Triangle Securities Wealth Management bought 4,814 JPMorgan Active Value ETF shares in Q2 2026, an estimated $368K.
JPMorgan Active Value ETF made up 3.99% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #1 holding.
Triangle Securities Wealth Management first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 12 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.