Wayfinding Financial’s JPMorgan Active Value ETF JAVA Stock Holding History

Wayfinding Financial’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	$993K	Sell	12,509 -4,905	-28%	-$375K	0.38%	54
2026 Q1	$1.25M	Buy	17,414 +238	+1%	+$17.7K	0.54%	38
2025 Q4	$1.23M	Buy	17,176 +130	+0.8%	+$9.12K	0.52%	43
2025 Q3	$1.18M	Buy	17,046 +734	+4%	+$49.3K	0.51%	42
2025 Q2	$1.06M	Sell	16,312 -511	-3%	-$31.9K	0.48%	44
2025 Q1	$1.07M	Sell	16,823 -556	-3%	-$36.1K	0.47%	40
2024 Q4	$1.1M	Buy	17,379 +2,316	+15%	+$152K	0.59%	35
2024 Q3	$965K	Buy	15,063 +3,803	+34%	+$234K	0.72%	26
2024 Q2	$667K	Sell	11,260 -70	-0.6%	-$4.13K	0.38%	52
2024 Q1	$670K	Sell	11,330 -632	-5%	-$35.9K	0.39%	54
2023 Q4	$665K	Buy	11,962 +1,347	+13%	+$70.2K	0.45%	46
2023 Q3	$537K	Buy	10,615 +1,265	+14%	+$67.5K	0.41%	49
2023 Q2	$512K	Sell	9,350 -955	-9%	-$49.4K	0.36%	52
2023 Q1	$530K	Buy	+10,305	New	+$538K	0.4%	49

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

Wayfinding Financial's JAVA Position: Q2 2026 in Review

Wayfinding Financial reduced its JPMorgan Active Value ETF (JAVA) stake by 28% in Q2 2026, selling an estimated $375K and leaving 12,509 shares worth $993K. The position accounts for 0.38% of the portfolio, ranked #54.

Wayfinding Financial first reported a position in JAVA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.25M in Q1 2026. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Wayfinding Financial held 12,509 shares of JPMorgan Active Value ETF worth $993K as of Q2 2026.
Wayfinding Financial sold 4,905 JPMorgan Active Value ETF shares in Q2 2026, an estimated $375K.
JPMorgan Active Value ETF made up 0.38% of Wayfinding Financial's portfolio in Q2 2026, its #54 holding.
Wayfinding Financial first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 14 quarters since.
Wayfinding Financial's JPMorgan Active Value ETF position peaked at $1.25M in Q1 2026.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.