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

Cary Street Partners’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	$127K	Buy	1,593 +238	+18%	+$18.2K	﹤0.01%	982
2026 Q1	$97.2K	Buy	1,355 +1,183	+688%	+$87.8K	﹤0.01%	907
2025 Q4	$12.3K	Sell	172 -64	-27%	-$4.49K	﹤0.01%	966
2025 Q3	$16.3K	Sell	236 -1,576	-87%	-$106K	﹤0.01%	908
2025 Q2	$119K	Buy	1,812 +212	+13%	+$13.2K	﹤0.01%	830
2025 Q1	$102K	Hold	1,600	–	–	﹤0.01%	807
2024 Q4	$101K	Buy	+1,600	New	+$105K	﹤0.01%	778

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

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

Cary Street Partners increased its JPMorgan Active Value ETF (JAVA) stake by 18% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,593 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Cary Street Partners first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Cary Street Partners held 1,593 shares of JPMorgan Active Value ETF worth $127K as of Q2 2026.
Cary Street Partners bought 238 JPMorgan Active Value ETF shares in Q2 2026, an estimated $18.2K.
JPMorgan Active Value ETF made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #982 holding.
Cary Street Partners first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

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