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

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

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. 274 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.
274 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.