TWM
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Tripletail Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Tripletail 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 		$164K Sell
2,051
-13
-0.6% -$994 0.19% 92
2026
Q1 		$149K Buy
+2,064
New +$153K 0.2% 91

Other funds holding JAVA

JP Morgan Chase
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tripletail Wealth Management's JAVA Position: Q2 2026 in Review

Tripletail Wealth Management reduced its JPMorgan Active Value ETF (JAVA) stake by 0.63% in Q2 2026, selling an estimated $994 and leaving 2,051 shares worth $164K. The position accounts for 0.19% of the portfolio, ranked #92.

Tripletail Wealth Management first reported a position in JAVA in Q1 2026 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Tripletail Wealth Management held 2,051 shares of JPMorgan Active Value ETF worth $164K as of Q2 2026.
  • Tripletail Wealth Management sold 13 JPMorgan Active Value ETF shares in Q2 2026, an estimated $994.
  • JPMorgan Active Value ETF made up 0.19% of Tripletail Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Tripletail Wealth Management first reported a position in JPMorgan Active Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.