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

WCG 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	$5.61M	Sell	70,588 -368,314	-84%	-$28.2M	0.13%	155
2026 Q1	$31.5M	Buy	438,902 +9,057	+2%	+$672K	0.88%	26
2025 Q4	$30.8M	Sell	429,845 -24,778	-5%	-$1.74M	0.86%	30
2025 Q3	$31.4M	Buy	454,623 +25,387	+6%	+$1.7M	1.97%	7
2025 Q2	$28.1M	Buy	429,236 +16,603	+4%	+$1.04M	1.82%	9
2025 Q1	$26.2M	Buy	412,633 +61,577	+18%	+$4M	1.99%	7
2024 Q4	$22.2M	Buy	351,056 +225,290	+179%	+$14.8M	1.47%	17
2024 Q3	$8.06M	Buy	125,766 +110,181	+707%	+$6.77M	0.54%	52
2024 Q2	$924K	Buy	+15,585	New	+$919K	0.07%	202

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

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

WCG Wealth Advisors reduced its JPMorgan Active Value ETF (JAVA) stake by 84% in Q2 2026, selling an estimated $28.2M and leaving 70,588 shares worth $5.61M. The position accounts for 0.13% of the portfolio, ranked #155.

WCG Wealth Advisors first reported a position in JAVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.5M in Q1 2026. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

WCG Wealth Advisors held 70,588 shares of JPMorgan Active Value ETF worth $5.61M as of Q2 2026.
WCG Wealth Advisors sold 368,314 JPMorgan Active Value ETF shares in Q2 2026, an estimated $28.2M.
JPMorgan Active Value ETF made up 0.13% of WCG Wealth Advisors's portfolio in Q2 2026, its #155 holding.
WCG Wealth Advisors first reported a position in JPMorgan Active Value ETF in Q2 2024 and has held it in 9 quarters since.
WCG Wealth Advisors's JPMorgan Active Value ETF position peaked at $31.5M in Q1 2026.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.