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

WealthShield 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 Q1	$11.4K	Hold	159	–	–	﹤0.01%	531
2025 Q4	$11.4K	Hold	159	–	–	﹤0.01%	506
2025 Q3	$11K	Hold	159	–	–	﹤0.01%	505
2025 Q2	$10.4K	Hold	159	–	–	﹤0.01%	495
2025 Q1	$10.1K	Hold	159	–	–	﹤0.01%	482
2024 Q4	$10.1K	Hold	159	–	–	﹤0.01%	446
2024 Q3	$10.2K	Hold	159	–	–	﹤0.01%	446
2024 Q2	$9.42K	Hold	159	–	–	﹤0.01%	427
2024 Q1	$9.52K	Buy	+159	New	+$9.02K	﹤0.01%	423

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

WealthShield Partners's JAVA Position: Q1 2026 in Review

WealthShield Partners held its JPMorgan Active Value ETF (JAVA) position steady in Q1 2026 at 159 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

WealthShield Partners first reported a position in JAVA in Q1 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

WealthShield Partners held 159 shares of JPMorgan Active Value ETF worth $11.4K as of Q1 2026.
WealthShield Partners left its JPMorgan Active Value ETF share count unchanged in Q1 2026.
JPMorgan Active Value ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #531 holding.
WealthShield Partners first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 9 quarters since.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.