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

Allworth 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 		$21.5K Buy
299
+1
+0.3% +$74 ﹤0.01% 2943
2025
Q4 		$21.4K Buy
298
+1
+0.3% +$70 ﹤0.01% 2775
2025
Q3 		$20.5K Buy
+297
New +$19.9K ﹤0.01% 2694

Other funds holding JAVA

JP Morgan Chase
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allworth Financial's JAVA Position: Q1 2026 in Review

Allworth Financial increased its JPMorgan Active Value ETF (JAVA) stake by 0.34% in Q1 2026, buying an estimated $74 and bringing the position to 299 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2943.

Allworth Financial first reported a position in JAVA in Q3 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Allworth Financial held 299 shares of JPMorgan Active Value ETF worth $21.5K as of Q1 2026.
  • Allworth Financial bought 1 JPMorgan Active Value ETF share in Q1 2026, an estimated $74.
  • JPMorgan Active Value ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2943 holding.
  • Allworth Financial first reported a position in JPMorgan Active Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.