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CRA Financial Services’s JPMorgan Active Value ETF JAVA Stock Holding History

CRA Financial 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
2025
Q4 		– Sell
-4,068
Closed -$281K – 299
2025
Q3 		$281K Buy
4,068
+7
+0.2% +$470 0.04% 238
2025
Q2 		$266K Buy
4,061
+725
+22% +$45.3K 0.04% 229
2025
Q1 		$212K Buy
3,336
+106
+3% +$6.88K 0.04% 258
2024
Q4 		$204K Buy
+3,230
New +$212K 0.04% 261

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CRA Financial Services's JAVA Position: Q4 2025 in Review

CRA Financial Services sold out of JPMorgan Active Value ETF (JAVA) in Q4 2025, closing a stake of 4,068 shares — an estimated $281K sold.

CRA Financial Services first reported a position in JAVA in Q4 2024 and held it in 4 quarters. The position peaked at $281K in Q3 2025. 252 funds tracked by Wall St. Rank hold JAVA as of Q4 2025.

  • CRA Financial Services reported no remaining JPMorgan Active Value ETF position as of Q4 2025 after selling out during the quarter.
  • CRA Financial Services sold 4,068 JPMorgan Active Value ETF shares in Q4 2025, an estimated $281K.
  • CRA Financial Services first reported a position in JPMorgan Active Value ETF in Q4 2024 and held it in 4 quarters.
  • CRA Financial Services's JPMorgan Active Value ETF position peaked at $281K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2025.

Based on CRA Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.