Advisornet Financial’s JPMorgan Active Value ETF JAVA Stock Holding History

Advisornet Financial’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	$591K	Buy	8,241 +1,148	+16%	+$85.2K	0.03%	346
2025 Q4	$509K	Buy	7,093 +123	+2%	+$8.63K	0.03%	382
2025 Q3	$481K	Buy	6,970 +257	+4%	+$17.2K	0.03%	383
2025 Q2	$440K	Buy	6,713 +623	+10%	+$38.9K	0.03%	392
2025 Q1	$387K	Buy	6,090 +420	+7%	+$27.3K	0.03%	399
2024 Q4	$359K	Buy	+5,670	New	+$372K	0.03%	380
2024 Q3	–	Sell	-121	Closed	-$7.14K	–	2237
2024 Q2	$7.14K	Buy	+121	New	+$7.14K	﹤0.01%	1398

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

Advisornet Financial's JAVA Position: Q1 2026 in Review

Advisornet Financial increased its JPMorgan Active Value ETF (JAVA) stake by 16% in Q1 2026, buying an estimated $85.2K and bringing the position to 8,241 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #346.

Advisornet Financial first reported a position in JAVA in Q2 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Advisornet Financial held 8,241 shares of JPMorgan Active Value ETF worth $591K as of Q1 2026.
Advisornet Financial bought 1,148 JPMorgan Active Value ETF shares in Q1 2026, an estimated $85.2K.
JPMorgan Active Value ETF made up 0.03% of Advisornet Financial's portfolio in Q1 2026, its #346 holding.
Advisornet Financial first reported a position in JPMorgan Active Value ETF in Q2 2024 and has held it in 7 quarters since.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.