Bank of Montreal
JAVA icon

Bank of Montreal’s JPMorgan Active Value ETF JAVA Stock Holding History

Bank of Montreal’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 		$58.5K Hold
737
– – ﹤0.01% 3388
2026
Q1 		$52.9K Hold
737
– – ﹤0.01% 3279
2025
Q4 		$52.9K Hold
737
– – ﹤0.01% 3183
2025
Q3 		$50.8K Hold
737
– – ﹤0.01% 3119
2025
Q2 		$48.3K Buy
737
+500
+211% +$31.2K ﹤0.01% 3143
2025
Q1 		$15.1K Hold
237
– – ﹤0.01% 3261
2024
Q4 		$15K Hold
237
– – ﹤0.01% 3294
2024
Q3 		$15.1K Sell
237
-70
-23% -$4.3K ﹤0.01% 3616
2024
Q2 		$18.3K Buy
307
+70
+30% +$4.13K ﹤0.01% 3590
2024
Q1 		$14.2K Buy
+237
New +$13.4K ﹤0.01% 3656

Other funds holding JAVA

JP Morgan Chase
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Bank of Montreal's JAVA Position: Q2 2026 in Review

Bank of Montreal held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 737 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Bank of Montreal first reported a position in JAVA in Q1 2024 and has held it in 10 quarters since. 238 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Bank of Montreal held 737 shares of JPMorgan Active Value ETF worth $58.5K as of Q2 2026.
  • Bank of Montreal left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3388 holding.
  • Bank of Montreal first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 238 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.