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 Q2	$1.32M	Sell	16,631 -628	-4%	-$48K	0.3%	69
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 $1.81T 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

Twin Peaks Wealth Advisors's JAVA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its JPMorgan Active Value ETF (JAVA) stake by 3.6% in Q2 2026, selling an estimated $48K and leaving 16,631 shares worth $1.32M. The position accounts for 0.3% of the portfolio, ranked #69.

Twin Peaks Wealth Advisors first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2025. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Twin Peaks Wealth Advisors held 16,631 shares of JPMorgan Active Value ETF worth $1.32M as of Q2 2026.
Twin Peaks Wealth Advisors sold 628 JPMorgan Active Value ETF shares in Q2 2026, an estimated $48K.
JPMorgan Active Value ETF made up 0.3% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Twin Peaks Wealth Advisors first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
Twin Peaks Wealth Advisors's JPMorgan Active Value ETF position peaked at $1.33M in Q4 2025.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.