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 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 $1.56T 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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBH Advisory's JAVA Position: Q1 2026 in Review

WBH Advisory increased its JPMorgan Active Value ETF (JAVA) stake by 8.9% in Q1 2026, buying an estimated $201K and bringing the position to 33,324 shares worth $2.4M. The position accounts for 0.18% of the portfolio, ranked #103.

WBH Advisory first reported a position in JAVA in Q2 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

WBH Advisory held 33,324 shares of JPMorgan Active Value ETF worth $2.4M as of Q1 2026.
WBH Advisory bought 2,710 JPMorgan Active Value ETF shares in Q1 2026, an estimated $201K.
JPMorgan Active Value ETF made up 0.18% of WBH Advisory's portfolio in Q1 2026, its #103 holding.
WBH Advisory first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 4 quarters since.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.