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 Q2	$9.51M	Buy	119,711 +2,422	+2%	+$185K	0.09%	239
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 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

Benjamin Edwards Inc's JAVA Position: Q2 2026 in Review

Benjamin Edwards Inc increased its JPMorgan Active Value ETF (JAVA) stake by 2.1% in Q2 2026, buying an estimated $185K and bringing the position to 119,711 shares worth $9.51M. The position accounts for 0.09% of the portfolio, ranked #239.

Benjamin Edwards Inc first reported a position in JAVA in Q3 2024 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Benjamin Edwards Inc held 119,711 shares of JPMorgan Active Value ETF worth $9.51M as of Q2 2026.
Benjamin Edwards Inc bought 2,422 JPMorgan Active Value ETF shares in Q2 2026, an estimated $185K.
JPMorgan Active Value ETF made up 0.09% of Benjamin Edwards Inc's portfolio in Q2 2026, its #239 holding.
Benjamin Edwards Inc first reported a position in JPMorgan Active Value ETF in Q3 2024 and has held it in 8 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.