Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$18M Buy
251,475
+32,408
+15% +$2.4M 0.05% 404
2025
Q4 		$15.7M Buy
219,067
+60,964
+39% +$4.28M 0.04% 440
2025
Q3 		$10.9M Buy
158,103
+18,906
+14% +$1.27M 0.03% 531
2025
Q2 		$9.12M Buy
139,197
+38,363
+38% +$2.4M 0.03% 575
2025
Q1 		$6.41M Buy
100,834
+78,547
+352% +$5.1M 0.02% 677
2024
Q4 		$1.41M Sell
22,287
-9,210
-29% -$604K ﹤0.01% 1607
2024
Q3 		$2.02M Buy
31,497
+1,469
+5% +$90.3K 0.01% 1339
2024
Q2 		$1.78M Buy
30,028
+16,942
+129% +$999K 0.01% 1356
2024
Q1 		$784K Buy
13,086
+89
+0.7% +$5.05K ﹤0.01% 1901
2023
Q4 		$723K Sell
12,997
-36,437
-74% -$1.9M ﹤0.01% 1881
2023
Q3 		$2.53M Buy
49,434
+1,349
+3% +$72K 0.01% 992
2023
Q2 		$2.56M Buy
48,085
+26,270
+120% +$1.36M 0.01% 1022
2023
Q1 		$1.12M Buy
21,815
+11,980
+122% +$626K 0.01% 1501
2022
Q4 		$504K Buy
9,835
+3,335
+51% +$169K ﹤0.01% 2006
2022
Q3 		$298K Hold
6,500
– – ﹤0.01% 2364
2022
Q2 		$310K Buy
6,500
+2,680
+70% +$137K ﹤0.01% 2357
2022
Q1 		$206K Buy
+3,820
New +$203K ﹤0.01% 2845

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $377B 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 $432B 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 $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors's JAVA Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 15% in Q1 2026, buying an estimated $2.4M and bringing the position to 251,475 shares worth $18M. The position accounts for 0.05% of the portfolio, ranked #404.

Cambridge Investment Research Advisors first reported a position in JAVA in Q1 2022 and has held it in 17 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Cambridge Investment Research Advisors held 251,475 shares of JPMorgan Active Value ETF worth $18M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 32,408 JPMorgan Active Value ETF shares in Q1 2026, an estimated $2.4M.
  • JPMorgan Active Value ETF made up 0.05% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #404 holding.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan Active Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.