Tyler-Stone Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Tyler-Stone 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
2025 Q2	$12.1M	Sell	184,536 -12,061	-6%	-$753K	1.95%	8
2025 Q1	$12.5M	Buy	196,597 +13,177	+7%	+$855K	2.24%	7
2024 Q4	$11.6M	Buy	183,420 +24,227	+15%	+$1.59M	2.07%	7
2024 Q3	$10.2M	Buy	159,193 +95,252	+149%	+$5.85M	1.93%	7
2024 Q2	$3.79M	Buy	63,941 +12,756	+25%	+$752K	1.56%	10
2024 Q1	$3.07M	Buy	51,185 +21,024	+70%	+$1.19M	1.36%	14
2023 Q4	$1.68M	Buy	30,161 +25,852	+600%	+$1.35M	0.84%	29
2023 Q3	$221K	Buy	4,309 +2,956	+218%	+$158K	0.13%	145
2023 Q2	$72K	Buy	+1,353	New	+$70K	0.04%	292

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 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

DWM

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Tyler-Stone Wealth Management's JAVA Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its JPMorgan Active Value ETF (JAVA) stake by 6.1% in Q2 2025, selling an estimated $753K and leaving 184,536 shares worth $12.1M. The position accounts for 1.95% of the portfolio, ranked #8.

Tyler-Stone Wealth Management first reported a position in JAVA in Q2 2023 and has held it in 9 quarters since. The position peaked at $12.5M in Q1 2025. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

Tyler-Stone Wealth Management held 184,536 shares of JPMorgan Active Value ETF worth $12.1M as of Q2 2025.
Tyler-Stone Wealth Management sold 12,061 JPMorgan Active Value ETF shares in Q2 2025, an estimated $753K.
JPMorgan Active Value ETF made up 1.95% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #8 holding.
Tyler-Stone Wealth Management first reported a position in JPMorgan Active Value ETF in Q2 2023 and has held it in 9 quarters since.
Tyler-Stone Wealth Management's JPMorgan Active Value ETF position peaked at $12.5M in Q1 2025.
227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.