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Triumph Capital Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Triumph Capital 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 		$200K Hold
2,524
– – 0.04% 360
2026
Q1 		$181K Buy
2,524
+721
+40% +$53.5K 0.04% 350
2025
Q4 		$129K Buy
+1,803
New +$126K 0.03% 379

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
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
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Triumph Capital Management's JAVA Position: Q2 2026 in Review

Triumph Capital Management held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 2,524 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #360.

Triumph Capital Management first reported a position in JAVA in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Triumph Capital Management held 2,524 shares of JPMorgan Active Value ETF worth $200K as of Q2 2026.
  • Triumph Capital Management left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
  • JPMorgan Active Value ETF made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #360 holding.
  • Triumph Capital Management first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.