Cary Street Partners Investment Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History

Cary Street Partners Investment Advisory’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	$711K	Buy	8,959 +38	+0.4%	+$2.91K	0.14%	154
2026 Q1	$640K	Sell	8,921 -25	-0.3%	-$1.85K	0.16%	140
2025 Q4	$642K	Buy	8,946 +884	+11%	+$62K	0.17%	133
2025 Q3	$556K	Buy	8,062 +159	+2%	+$10.7K	0.23%	97
2025 Q2	$518K	Sell	7,903 -1,142	-13%	-$71.3K	0.25%	95
2025 Q1	$575K	Buy	9,045 +984	+12%	+$63.9K	0.33%	67
2024 Q4	$510K	Buy	+8,061	New	+$528K	0.33%	72

Other funds holding JAVA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Cary Street Partners Investment Advisory's JAVA Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan Active Value ETF (JAVA) stake by 0.43% in Q2 2026, buying an estimated $2.91K and bringing the position to 8,959 shares worth $711K. The position accounts for 0.14% of the portfolio, ranked #154.

Cary Street Partners Investment Advisory first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Cary Street Partners Investment Advisory held 8,959 shares of JPMorgan Active Value ETF worth $711K as of Q2 2026.
Cary Street Partners Investment Advisory bought 38 JPMorgan Active Value ETF shares in Q2 2026, an estimated $2.91K.
JPMorgan Active Value ETF made up 0.14% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #154 holding.
Cary Street Partners Investment Advisory first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.