BEI
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Benjamin Edwards Inc’s JPMorgan Active Value ETF JAVA Stock Holding History

Benjamin Edwards Inc’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 		$8.42M Buy
117,289
+38,661
+49% +$2.87M 0.08% 244
2025
Q4 		$5.64M Sell
78,628
-4,609
-6% -$323K 0.06% 285
2025
Q3 		$5.74M Sell
83,237
-381
-0.5% -$25.6K 0.06% 275
2025
Q2 		$5.48M Buy
83,618
+63,578
+317% +$3.97M 0.07% 256
2025
Q1 		$1.27M Sell
20,040
-3,537
-15% -$230K 0.02% 519
2024
Q4 		$1.49M Sell
23,577
-225
-0.9% -$14.7K 0.02% 502
2024
Q3 		$1.53M Buy
+23,802
New +$1.46M 0.02% 488

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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 $431B 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 $528B AUM 27.57% 1-Year Est. Return