WealthPlan Investment Management’s JPMorgan Active Value ETF JAVA Stock Holding History

WealthPlan Investment Management’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	$30.2M	Buy	380,934 +55,039	+17%	+$4.21M	1.5%	12
2026 Q1	$23.4M	Buy	325,895 +147,170	+82%	+$10.9M	1.3%	16
2025 Q4	$12.8M	Buy	178,725 +53,882	+43%	+$3.78M	0.82%	33
2025 Q3	$8.61M	Buy	124,843 +103,380	+482%	+$6.94M	0.57%	65
2025 Q2	$1.41M	Buy	+21,463	New	+$1.34M	0.1%	154

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

WealthPlan Investment Management's JAVA Position: Q2 2026 in Review

WealthPlan Investment Management increased its JPMorgan Active Value ETF (JAVA) stake by 17% in Q2 2026, buying an estimated $4.21M and bringing the position to 380,934 shares worth $30.2M. The position accounts for 1.5% of the portfolio, ranked #12.

WealthPlan Investment Management first reported a position in JAVA in Q2 2025 and has held it in 5 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

WealthPlan Investment Management held 380,934 shares of JPMorgan Active Value ETF worth $30.2M as of Q2 2026.
WealthPlan Investment Management bought 55,039 JPMorgan Active Value ETF shares in Q2 2026, an estimated $4.21M.
JPMorgan Active Value ETF made up 1.5% of WealthPlan Investment Management's portfolio in Q2 2026, its #12 holding.
WealthPlan Investment Management first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 5 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.