Western Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Western Wealth 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	$4.56M	Sell	57,447 -3,603	-6%	-$276K	0.15%	135
2026 Q1	$4.38M	Buy	61,050 +12,845	+27%	+$953K	0.17%	120
2025 Q4	$3.46M	Buy	48,205 +9,386	+24%	+$658K	0.16%	122
2025 Q3	$2.68M	Buy	38,819 +860	+2%	+$57.7K	0.14%	149
2025 Q2	$2.49M	Sell	37,959 -122	-0.3%	-$7.62K	0.15%	142
2025 Q1	$2.42M	Buy	+38,081	New	+$2.47M	0.16%	126

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

Western Wealth Management's JAVA Position: Q2 2026 in Review

Western Wealth Management reduced its JPMorgan Active Value ETF (JAVA) stake by 5.9% in Q2 2026, selling an estimated $276K and leaving 57,447 shares worth $4.56M. The position accounts for 0.15% of the portfolio, ranked #135.

Western Wealth Management first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Western Wealth Management held 57,447 shares of JPMorgan Active Value ETF worth $4.56M as of Q2 2026.
Western Wealth Management sold 3,603 JPMorgan Active Value ETF shares in Q2 2026, an estimated $276K.
JPMorgan Active Value ETF made up 0.15% of Western Wealth Management's portfolio in Q2 2026, its #135 holding.
Western Wealth Management first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

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