Commonwealth Equity Services
JAVA icon

Commonwealth Equity Services’s JPMorgan Active Value ETF JAVA Stock Holding History

Commonwealth Equity Services’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 		$49.3M Sell
620,924
-216,129
-26% -$16.5M 0.06% 306
2026
Q1 		$60.1M Sell
837,053
-175,331
-17% -$13M 0.08% 238
2025
Q4 		$72.6M Buy
1,012,384
+5,560
+0.6% +$390K 0.1% 205
2025
Q3 		$69.4M Sell
1,006,824
-18,493
-2% -$1.24M 0.09% 210
2025
Q2 		$67.2M Buy
1,025,317
+59,135
+6% +$3.69M 0.09% 219
2025
Q1 		$61.4M Buy
966,182
+205,826
+27% +$13.4M 0.09% 232
2024
Q4 		$48.1M Buy
760,356
+133,671
+21% +$8.76M 0.07% 254
2024
Q3 		$40.2M Sell
626,685
-2,312
-0.4% -$142K 0.06% 297
2024
Q2 		$37.3M Buy
628,997
+82,420
+15% +$4.86M 0.06% 308
2024
Q1 		$32.7M Buy
546,577
+224,055
+69% +$12.7M 0.05% 340
2023
Q4 		$17.9M Sell
322,522
-11,972
-4% -$624K 0.03% 488
2023
Q3 		$17.1M Buy
334,494
+30,832
+10% +$1.65M 0.04% 465
2023
Q2 		$16.1M Sell
303,662
-50,443
-14% -$2.61M 0.03% 490
2023
Q1 		$18.2M Buy
354,105
+97,200
+38% +$5.08M 0.04% 426
2022
Q4 		$13.2M Buy
256,905
+175,878
+217% +$8.91M 0.03% 526
2022
Q3 		$3.71M Buy
81,027
+70,407
+663% +$3.48M 0.01% 1047
2022
Q2 		$506K Buy
+10,620
New +$543K ﹤0.01% 2391

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Commonwealth Equity Services's JAVA Position: Q2 2026 in Review

Commonwealth Equity Services reduced its JPMorgan Active Value ETF (JAVA) stake by 26% in Q2 2026, selling an estimated $16.5M and leaving 620,924 shares worth $49.3M. The position accounts for 0.06% of the portfolio, ranked #306.

Commonwealth Equity Services first reported a position in JAVA in Q2 2022 and has held it in 17 quarters since. The position peaked at $72.6M in Q4 2025. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Commonwealth Equity Services held 620,924 shares of JPMorgan Active Value ETF worth $49.3M as of Q2 2026.
  • Commonwealth Equity Services sold 216,129 JPMorgan Active Value ETF shares in Q2 2026, an estimated $16.5M.
  • JPMorgan Active Value ETF made up 0.06% of Commonwealth Equity Services's portfolio in Q2 2026, its #306 holding.
  • Commonwealth Equity Services first reported a position in JPMorgan Active Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Commonwealth Equity Services's JPMorgan Active Value ETF position peaked at $72.6M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.