Clear Point Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Clear Point 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 Q2	$617K	Buy	+7,767	New	+$594K	0.55%	52
2026 Q1	–	Sell	-7,497	Closed	-$538K	–	104
2025 Q4	$538K	Sell	7,497 -1,272	-15%	-$89.2K	0.42%	72
2025 Q3	$605K	Buy	8,769 +33	+0.4%	+$2.21K	0.47%	66
2025 Q2	$572K	Buy	8,736 +32	+0.4%	+$2K	0.48%	63
2025 Q1	$553K	Sell	8,704 -449	-5%	-$29.1K	0.5%	58
2024 Q4	$579K	Sell	9,153 -591	-6%	-$38.7K	0.5%	62
2024 Q3	$624K	Buy	9,744 +39	+0.4%	+$2.4K	0.48%	57
2024 Q2	$575K	Sell	9,705 -286	-3%	-$16.9K	0.47%	56
2024 Q1	$598K	Sell	9,991 -5	-0.1%	-$284	0.49%	56
2023 Q4	$554K	Buy	+9,996	New	+$521K	0.49%	56

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

Clear Point Advisors's JAVA Position: Q2 2026 in Review

Clear Point Advisors opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 7,767 shares worth $617K. The stake represents 0.55% of the portfolio and ranks #52 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in JAVA as recently as Q4 2025.

Clear Point Advisors first reported a position in JAVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $624K in Q3 2024. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Clear Point Advisors held 7,767 shares of JPMorgan Active Value ETF worth $617K as of Q2 2026.
JPMorgan Active Value ETF was a new Clear Point Advisors position in Q2 2026.
JPMorgan Active Value ETF made up 0.55% of Clear Point Advisors's portfolio in Q2 2026, its #52 holding.
Clear Point Advisors first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's JPMorgan Active Value ETF position peaked at $624K in Q3 2024.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.