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Clearstead Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Clearstead 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 		$5.01K Hold
63
– – ﹤0.01% 2194
2026
Q1 		$4.51K Buy
63
+27
+75% +$2K ﹤0.01% 1756
2025
Q4 		$2.56K Hold
36
– – ﹤0.01% 2116
2025
Q3 		$2.45K Buy
36
+1
+3% +$67 ﹤0.01% 2392
2025
Q2 		$2.32K Hold
35
– – ﹤0.01% 2293
2025
Q1 		$2.24K Sell
35
-10,039
-100% -$652K ﹤0.01% 1882
2024
Q4 		$638K Buy
10,074
+10,054
+50,270% +$659K 0.01% 511
2024
Q3 		$1.29K Buy
+20
New +$1.23K ﹤0.01% 1885

Other funds holding JAVA

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Clearstead Advisors's JAVA Position: Q2 2026 in Review

Clearstead Advisors held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 63 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Clearstead Advisors first reported a position in JAVA in Q3 2024 and has held it in 8 quarters since. The position peaked at $638K in Q4 2024. 180 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Clearstead Advisors held 63 shares of JPMorgan Active Value ETF worth $5.01K as of Q2 2026.
  • Clearstead Advisors left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2194 holding.
  • Clearstead Advisors first reported a position in JPMorgan Active Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's JPMorgan Active Value ETF position peaked at $638K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.