WBH Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History

WBH Advisory’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	$2.74M	Buy	34,565 +1,241	+4%	+$94.9K	0.18%	101
2026 Q1	$2.4M	Buy	33,324 +2,710	+9%	+$201K	0.18%	103
2025 Q4	$2.2M	Buy	30,614 +5,917	+24%	+$415K	0.16%	103
2025 Q3	$1.7M	Buy	24,697 +3,885	+19%	+$261K	0.13%	123
2025 Q2	$1.36M	Buy	+20,812	New	+$1.3M	0.12%	133

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

WBH Advisory's JAVA Position: Q2 2026 in Review

WBH Advisory increased its JPMorgan Active Value ETF (JAVA) stake by 3.7% in Q2 2026, buying an estimated $94.9K and bringing the position to 34,565 shares worth $2.74M. The position accounts for 0.18% of the portfolio, ranked #101.

WBH Advisory first reported a position in JAVA in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

WBH Advisory held 34,565 shares of JPMorgan Active Value ETF worth $2.74M as of Q2 2026.
WBH Advisory bought 1,241 JPMorgan Active Value ETF shares in Q2 2026, an estimated $94.9K.
JPMorgan Active Value ETF made up 0.18% of WBH Advisory's portfolio in Q2 2026, its #101 holding.
WBH Advisory first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.