WealthPLAN Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

WealthPLAN Partners’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	$4.22M	Buy	53,155 +25,767	+94%	+$1.97M	0.81%	33
2026 Q1	$1.97M	Buy	27,388 +21,587	+372%	+$1.6M	0.38%	77
2025 Q4	$416K	Buy	+5,801	New	+$407K	0.06%	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

WealthPLAN Partners's JAVA Position: Q2 2026 in Review

WealthPLAN Partners increased its JPMorgan Active Value ETF (JAVA) stake by 94% in Q2 2026, buying an estimated $1.97M and bringing the position to 53,155 shares worth $4.22M. The position accounts for 0.81% of the portfolio, ranked #33.

WealthPLAN Partners first reported a position in JAVA in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

WealthPLAN Partners held 53,155 shares of JPMorgan Active Value ETF worth $4.22M as of Q2 2026.
WealthPLAN Partners bought 25,767 JPMorgan Active Value ETF shares in Q2 2026, an estimated $1.97M.
JPMorgan Active Value ETF made up 0.81% of WealthPLAN Partners's portfolio in Q2 2026, its #33 holding.
WealthPLAN Partners first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 3 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.