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Comprehensive Financial Planning’s JPMorgan Active Value ETF JAVA Stock Holding History

Comprehensive Financial Planning’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 		$7.63K Buy
96
+1
+1% +$76 ﹤0.01% 307
2026
Q1 		$6.88K Hold
95
– – ﹤0.01% 286
2025
Q4 		$6.86K Hold
95
– – ﹤0.01% 286
2025
Q3 		$6.57K Hold
95
– – ﹤0.01% 267
2025
Q2 		$6.21K Buy
95
+1
+1% +$62 ﹤0.01% 257
2025
Q1 		$6.01K Hold
94
– – 0.01% 244
2024
Q4 		$5.97K Buy
+94
New +$6.16K 0.01% 270

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dynasty Wealth Management
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
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OpenArc Corporate Advisory
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

Comprehensive Financial Planning's JAVA Position: Q2 2026 in Review

Comprehensive Financial Planning increased its JPMorgan Active Value ETF (JAVA) stake by 1.1% in Q2 2026, buying an estimated $76 and bringing the position to 96 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Comprehensive Financial Planning first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Comprehensive Financial Planning held 96 shares of JPMorgan Active Value ETF worth $7.63K as of Q2 2026.
  • Comprehensive Financial Planning bought 1 JPMorgan Active Value ETF share in Q2 2026, an estimated $76.
  • JPMorgan Active Value ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #307 holding.
  • Comprehensive Financial Planning first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.