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

Westside 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	$368K	Hold	4,631	–	–	0.05%	231
2026 Q1	$333K	Hold	4,631	–	–	0.05%	231
2025 Q4	$336K	Hold	4,631	–	–	0.05%	213
2025 Q3	$320K	Hold	4,631	–	–	0.05%	221
2025 Q2	$307K	Hold	4,631	–	–	0.06%	209
2025 Q1	$294K	Buy	4,631 +626	+16%	+$40.6K	0.06%	194
2024 Q4	$254K	Hold	4,005	–	–	0.05%	207
2024 Q3	$245K	Hold	4,005	–	–	0.05%	212
2024 Q2	$237K	Buy	4,005 +274	+7%	+$16.2K	0.05%	209
2024 Q1	$223K	Buy	+3,731	New	+$212K	0.05%	215

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

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

Westside Investment Management held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 4,631 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #231.

Westside Investment Management first reported a position in JAVA in Q1 2024 and has held it in 10 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Westside Investment Management held 4,631 shares of JPMorgan Active Value ETF worth $368K as of Q2 2026.
Westside Investment Management left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
JPMorgan Active Value ETF made up 0.05% of Westside Investment Management's portfolio in Q2 2026, its #231 holding.
Westside Investment Management first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 10 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.