Wealth Enhancement Advisory Services
JAVA icon

Wealth Enhancement Advisory Services’s JPMorgan Active Value ETF JAVA Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.82M Sell
60,005
-35,421
-37% -$2.71M 0.01% 1029
2026
Q1 		$6.87M Buy
95,426
+64,537
+209% +$4.79M 0.01% 741
2025
Q4 		$2.3M Buy
30,889
+944
+3% +$66.2K ﹤0.01% 1439
2025
Q3 		$2.07M Sell
29,945
-590
-2% -$39.6K ﹤0.01% 1415
2025
Q2 		$2.04M Buy
30,535
+1,467
+5% +$91.6K ﹤0.01% 1338
2025
Q1 		$1.85M Buy
29,068
+509
+2% +$33K ﹤0.01% 1286
2024
Q4 		$1.81M Buy
28,559
+1,961
+7% +$129K ﹤0.01% 1230
2024
Q3 		$1.7M Buy
26,598
+2,072
+8% +$127K ﹤0.01% 1138
2024
Q2 		$1.45M Buy
24,526
+340
+1% +$20.1K ﹤0.01% 1119
2024
Q1 		$1.45M Buy
24,186
+1,742
+8% +$98.9K ﹤0.01% 1091
2023
Q4 		$1.25M Buy
22,444
+4,669
+26% +$243K ﹤0.01% 1075
2023
Q3 		$911K Buy
+17,775
New +$948K ﹤0.01% 1141

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Wealth Enhancement Advisory Services's JAVA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan Active Value ETF (JAVA) stake by 37% in Q2 2026, selling an estimated $2.71M and leaving 60,005 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #1029.

Wealth Enhancement Advisory Services first reported a position in JAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.87M in Q1 2026. 47 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 60,005 shares of JPMorgan Active Value ETF worth $4.82M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 35,421 JPMorgan Active Value ETF shares in Q2 2026, an estimated $2.71M.
  • JPMorgan Active Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1029 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Active Value ETF position peaked at $6.87M in Q1 2026.
  • 47 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.