Americana Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

Americana Partners’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	$30.1M	Sell	378,711 -1,810	-0.5%	-$138K	0.68%	44
2026 Q1	$27.3M	Sell	380,521 -164,691	-30%	-$12.2M	0.71%	41
2025 Q4	$39.1M	Sell	545,212 -1,349	-0.2%	-$94.6K	1.07%	26
2025 Q3	$37.7M	Buy	546,561 +8,718	+2%	+$585K	1.13%	24
2025 Q2	$35.2M	Buy	537,843 +6,398	+1%	+$399K	1.21%	20
2025 Q1	$33.8M	Buy	531,445 +373,326	+236%	+$24.2M	1.31%	18
2024 Q4	$10M	Sell	158,119 -604	-0.4%	-$39.6K	0.41%	64
2024 Q3	$10.2M	Sell	158,723 -7,787	-5%	-$479K	0.69%	38
2024 Q2	$9.87M	Buy	166,510 +12,255	+8%	+$723K	0.77%	33
2024 Q1	$9.24M	Buy	154,255 +328	+0.2%	+$18.6K	0.77%	35
2023 Q4	$8.56M	Buy	153,927 +2,458	+2%	+$128K	0.82%	32
2023 Q3	$7M	Buy	+151,469	New	+$8.08M	0.76%	32

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

Americana Partners's JAVA Position: Q2 2026 in Review

Americana Partners reduced its JPMorgan Active Value ETF (JAVA) stake by 0.48% in Q2 2026, selling an estimated $138K and leaving 378,711 shares worth $30.1M. The position accounts for 0.68% of the portfolio, ranked #44.

Americana Partners first reported a position in JAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $39.1M in Q4 2025. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Americana Partners held 378,711 shares of JPMorgan Active Value ETF worth $30.1M as of Q2 2026.
Americana Partners sold 1,810 JPMorgan Active Value ETF shares in Q2 2026, an estimated $138K.
JPMorgan Active Value ETF made up 0.68% of Americana Partners's portfolio in Q2 2026, its #44 holding.
Americana Partners first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 12 quarters since.
Americana Partners's JPMorgan Active Value ETF position peaked at $39.1M in Q4 2025.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.