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B. Riley Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-13,199
Closed -$839K – 1226
2025
Q1 		$839K Buy
13,199
+2,886
+28% +$187K 0.02% 563
2024
Q4 		$653K Buy
10,313
+4,939
+92% +$324K 0.02% 598
2024
Q3 		$342K Buy
5,374
+1,359
+34% +$83.5K 0.01% 894
2024
Q2 		$238K Buy
+4,015
New +$237K 0.01% 1142

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

B. Riley Wealth Advisors's JAVA Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of JPMorgan Active Value ETF (JAVA) in Q2 2025, closing a stake of 13,199 shares — an estimated $839K sold.

B. Riley Wealth Advisors first reported a position in JAVA in Q2 2024 and held it in 4 quarters. The position peaked at $839K in Q1 2025. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining JPMorgan Active Value ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,199 JPMorgan Active Value ETF shares in Q2 2025, an estimated $839K.
  • B. Riley Wealth Advisors first reported a position in JPMorgan Active Value ETF in Q2 2024 and held it in 4 quarters.
  • B. Riley Wealth Advisors's JPMorgan Active Value ETF position peaked at $839K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.