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Blue Oak Capital’s JPMorgan Active Value ETF JAVA Stock Holding History

Blue Oak Capital’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 		$2.53M Sell
38,569
-868
-2% -$54.2K 1.33% 21
2025
Q1 		$2.51M Sell
39,437
-5,406
-12% -$351K 1.38% 20
2024
Q4 		$2.84M Buy
+44,843
New +$2.94M 1.72% 17

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

Blue Oak Capital's JAVA Position: Q2 2025 in Review

Blue Oak Capital reduced its JPMorgan Active Value ETF (JAVA) stake by 2.2% in Q2 2025, selling an estimated $54.2K and leaving 38,569 shares worth $2.53M. The position accounts for 1.33% of the portfolio, ranked #21.

Blue Oak Capital first reported a position in JAVA in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.84M in Q4 2024. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

  • Blue Oak Capital held 38,569 shares of JPMorgan Active Value ETF worth $2.53M as of Q2 2025.
  • Blue Oak Capital sold 868 JPMorgan Active Value ETF shares in Q2 2025, an estimated $54.2K.
  • JPMorgan Active Value ETF made up 1.33% of Blue Oak Capital's portfolio in Q2 2025, its #21 holding.
  • Blue Oak Capital first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's JPMorgan Active Value ETF position peaked at $2.84M in Q4 2024.
  • 227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.