Atria Investments’s JPMorgan Active Value ETF JAVA Stock Holding History

Atria Investments’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	$285K	Sell	3,592 -17,407	-83%	-$1.33M	﹤0.01%	1880
2026 Q1	$1.51M	Sell	20,999 -3,459	-14%	-$257K	0.02%	840
2025 Q4	$1.75M	Buy	24,458 +1,811	+8%	+$127K	0.02%	786
2025 Q3	$1.56M	Sell	22,647 -19,326	-46%	-$1.3M	0.02%	830
2025 Q2	$2.75M	Buy	41,973 +11,216	+36%	+$700K	0.03%	595
2025 Q1	$1.95M	Buy	30,757 +3,252	+12%	+$211K	0.03%	715
2024 Q4	$1.74M	Buy	+27,505	New	+$1.8M	0.02%	734

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

Atria Investments's JAVA Position: Q2 2026 in Review

Atria Investments reduced its JPMorgan Active Value ETF (JAVA) stake by 83% in Q2 2026, selling an estimated $1.33M and leaving 3,592 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Atria Investments first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.75M in Q2 2025. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Atria Investments held 3,592 shares of JPMorgan Active Value ETF worth $285K as of Q2 2026.
Atria Investments sold 17,407 JPMorgan Active Value ETF shares in Q2 2026, an estimated $1.33M.
JPMorgan Active Value ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1880 holding.
Atria Investments first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
Atria Investments's JPMorgan Active Value ETF position peaked at $2.75M in Q2 2025.
276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.