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 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 $1.56T 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

Western Wealth Management's JAVA Position: Q1 2026 in Review

Western Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 27% in Q1 2026, buying an estimated $953K and bringing the position to 61,050 shares worth $4.38M. The position accounts for 0.17% of the portfolio, ranked #120.

Western Wealth Management first reported a position in JAVA in Q1 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Western Wealth Management held 61,050 shares of JPMorgan Active Value ETF worth $4.38M as of Q1 2026.
Western Wealth Management bought 12,845 JPMorgan Active Value ETF shares in Q1 2026, an estimated $953K.
JPMorgan Active Value ETF made up 0.17% of Western Wealth Management's portfolio in Q1 2026, its #120 holding.
Western Wealth Management first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 5 quarters since.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.