WF
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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
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
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wayfinding Financial's JAVA Position: Q1 2026 in Review

Wayfinding Financial increased its JPMorgan Active Value ETF (JAVA) stake by 1.4% in Q1 2026, buying an estimated $17.7K and bringing the position to 17,414 shares worth $1.25M. The position accounts for 0.54% of the portfolio, ranked #38.

Wayfinding Financial first reported a position in JAVA in Q1 2023 and has held it in 13 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Wayfinding Financial held 17,414 shares of JPMorgan Active Value ETF worth $1.25M as of Q1 2026.
  • Wayfinding Financial bought 238 JPMorgan Active Value ETF shares in Q1 2026, an estimated $17.7K.
  • JPMorgan Active Value ETF made up 0.54% of Wayfinding Financial's portfolio in Q1 2026, its #38 holding.
  • Wayfinding Financial first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.