Twin Peaks Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Twin Peaks Wealth Advisors’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 Q1	$1.24M	Sell	17,259 -31	-0.2%	-$2.3K	0.31%	62
2025 Q4	$1.33M	Buy	17,290 +6,608	+62%	+$464K	0.39%	57
2025 Q3	$737K	Buy	10,682 +171	+2%	+$11.5K	0.25%	72
2025 Q2	$695K	Buy	10,511 +428	+4%	+$26.7K	0.23%	74
2025 Q1	$607K	Buy	10,083 +5,511	+121%	+$358K	0.28%	74
2024 Q4	$289K	Buy	+4,572	New	+$300K	0.12%	112

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's JAVA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its JPMorgan Active Value ETF (JAVA) stake by 0.18% in Q1 2026, selling an estimated $2.3K and leaving 17,259 shares worth $1.24M. The position accounts for 0.31% of the portfolio, ranked #62.

Twin Peaks Wealth Advisors first reported a position in JAVA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q4 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Twin Peaks Wealth Advisors held 17,259 shares of JPMorgan Active Value ETF worth $1.24M as of Q1 2026.
Twin Peaks Wealth Advisors sold 31 JPMorgan Active Value ETF shares in Q1 2026, an estimated $2.3K.
JPMorgan Active Value ETF made up 0.31% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #62 holding.
Twin Peaks Wealth Advisors first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 6 quarters since.
Twin Peaks Wealth Advisors's JPMorgan Active Value ETF position peaked at $1.33M in Q4 2025.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.