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

Visionary 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	$396K	Sell	4,993 -93	-2%	-$7.11K	0.02%	480
2026 Q1	$365K	Hold	5,086	–	–	0.02%	475
2025 Q4	$365K	Hold	5,086	–	–	0.02%	456
2025 Q3	$351K	Sell	5,086 -645	-11%	-$43.3K	0.02%	464
2025 Q2	$375K	Sell	5,731 -3,225	-36%	-$201K	0.02%	414
2025 Q1	$569K	Sell	8,956 -23,880	-73%	-$1.55M	0.03%	322
2024 Q4	$2.08M	Sell	32,836 -28,272	-46%	-$1.85M	0.12%	160
2024 Q3	$3.92M	Sell	61,108 -10,812	-15%	-$665K	0.24%	109
2024 Q2	$4.26M	Buy	71,920 +1,323	+2%	+$78K	0.28%	93
2024 Q1	$4.23M	Buy	70,597 +611	+0.9%	+$34.7K	0.29%	93
2023 Q4	$3.89M	Sell	69,986 -1,506	-2%	-$78.5K	0.29%	97
2023 Q3	$3.66M	Buy	+71,492	New	+$3.81M	0.3%	93

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

Visionary Wealth Advisors's JAVA Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Active Value ETF (JAVA) stake by 1.8% in Q2 2026, selling an estimated $7.11K and leaving 4,993 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #480.

Visionary Wealth Advisors first reported a position in JAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.26M in Q2 2024. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Visionary Wealth Advisors held 4,993 shares of JPMorgan Active Value ETF worth $396K as of Q2 2026.
Visionary Wealth Advisors sold 93 JPMorgan Active Value ETF shares in Q2 2026, an estimated $7.11K.
JPMorgan Active Value ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #480 holding.
Visionary Wealth Advisors first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 12 quarters since.
Visionary Wealth Advisors's JPMorgan Active Value ETF position peaked at $4.26M in Q2 2024.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

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