WhitTier Trust Company’s JPMorgan Active Value ETF JAVA Stock Holding History

WhitTier Trust Company’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	$167K	Sell	2,070 -149	-7%	-$11.4K	﹤0.01%	534
2026 Q1	$161K	Hold	2,219	–	–	﹤0.01%	526
2025 Q4	$165K	Buy	2,219 +174	+9%	+$12.2K	﹤0.01%	510
2025 Q3	$142K	Sell	2,045 -49	-2%	-$3.29K	﹤0.01%	510
2025 Q2	$137K	Buy	2,094 +377	+22%	+$23.5K	﹤0.01%	572
2025 Q1	$109K	Hold	1,717	–	–	﹤0.01%	603
2024 Q4	$109K	Hold	1,717	–	–	﹤0.01%	593
2024 Q3	$110K	Hold	1,717	–	–	﹤0.01%	583
2024 Q2	$102K	Sell	1,717 -634	-27%	-$37.4K	﹤0.01%	562
2024 Q1	$141K	Buy	2,351 +1,125	+92%	+$63.8K	﹤0.01%	516
2023 Q4	$68.2K	Buy	+1,226	New	+$63.9K	﹤0.01%	621

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

WhitTier Trust Company's JAVA Position: Q2 2026 in Review

WhitTier Trust Company reduced its JPMorgan Active Value ETF (JAVA) stake by 6.7% in Q2 2026, selling an estimated $11.4K and leaving 2,070 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

WhitTier Trust Company first reported a position in JAVA in Q4 2023 and has held it in 11 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

WhitTier Trust Company held 2,070 shares of JPMorgan Active Value ETF worth $167K as of Q2 2026.
WhitTier Trust Company sold 149 JPMorgan Active Value ETF shares in Q2 2026, an estimated $11.4K.
JPMorgan Active Value ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #534 holding.
WhitTier Trust Company first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 11 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.