Cetera Investment Advisers
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Cetera Investment Advisers’s JPMorgan Active Value ETF JAVA Stock Holding History

Cetera Investment Advisers’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 		$149M Buy
1,879,375
+91,089
+5% +$6.97M 0.14% 130
2026
Q1 		$128M Buy
1,788,286
+403,101
+29% +$29.9M 0.14% 136
2025
Q4 		$99.3M Buy
1,385,185
+102,026
+8% +$7.16M 0.11% 175
2025
Q3 		$88.5M Buy
1,283,159
+90,810
+8% +$6.09M 0.1% 182
2025
Q2 		$78.1M Buy
1,192,349
+66,558
+6% +$4.16M 0.13% 155
2025
Q1 		$71.5M Buy
1,125,791
+152,762
+16% +$9.92M 0.14% 146
2024
Q4 		$61.6M Buy
973,029
+63,523
+7% +$4.16M 0.13% 164
2024
Q3 		$58.3M Buy
909,506
+97,942
+12% +$6.02M 0.13% 162
2024
Q2 		$48.1M Buy
811,564
+785,087
+2,965% +$46.3M 0.11% 172
2024
Q1 		$1.59M Buy
26,477
+20,233
+324% +$1.15M ﹤0.01% 1729
2023
Q4 		$347K Buy
6,244
+89
+1% +$4.64K ﹤0.01% 1699
2023
Q3 		$315K Buy
6,155
+121
+2% +$6.46K ﹤0.01% 1692
2023
Q2 		$321K Buy
6,034
+1,074
+22% +$55.6K ﹤0.01% 1699
2023
Q1 		$255K Buy
4,960
+766
+18% +$40K ﹤0.01% 1802
2022
Q4 		$215K Buy
+4,194
New +$212K ﹤0.01% 1860

Other funds holding JAVA

JP Morgan Chase
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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers's JAVA Position: Q2 2026 in Review

Cetera Investment Advisers increased its JPMorgan Active Value ETF (JAVA) stake by 5.1% in Q2 2026, buying an estimated $6.97M and bringing the position to 1,879,375 shares worth $149M. The position accounts for 0.14% of the portfolio, ranked #130.

Cetera Investment Advisers first reported a position in JAVA in Q4 2022 and has held it in 15 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Cetera Investment Advisers held 1,879,375 shares of JPMorgan Active Value ETF worth $149M as of Q2 2026.
  • Cetera Investment Advisers bought 91,089 JPMorgan Active Value ETF shares in Q2 2026, an estimated $6.97M.
  • JPMorgan Active Value ETF made up 0.14% of Cetera Investment Advisers's portfolio in Q2 2026, its #130 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.