Creative Planning’s JPMorgan Active Value ETF JAVA Stock Holding History

Creative 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	$406K	Sell	5,107 -11	-0.2%	-$841	﹤0.01%	3351
2026 Q1	$367K	Sell	5,118 -192	-4%	-$14.2K	﹤0.01%	3263
2025 Q4	$381K	Sell	5,310 -140	-3%	-$9.82K	﹤0.01%	3066
2025 Q3	$376K	Buy	5,450 +1,337	+33%	+$89.7K	﹤0.01%	2967
2025 Q2	$269K	Buy	+4,113	New	+$257K	﹤0.01%	2999

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

Creative Planning's JAVA Position: Q2 2026 in Review

Creative Planning reduced its JPMorgan Active Value ETF (JAVA) stake by 0.21% in Q2 2026, selling an estimated $841 and leaving 5,107 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #3351.

Creative Planning first reported a position in JAVA in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Creative Planning held 5,107 shares of JPMorgan Active Value ETF worth $406K as of Q2 2026.
Creative Planning sold 11 JPMorgan Active Value ETF shares in Q2 2026, an estimated $841.
JPMorgan Active Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3351 holding.
Creative Planning first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.