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Custom Index Systems’s JPMorgan Active Value ETF JAVA Stock Holding History

Custom Index Systems’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
Q3 		– Sell
-7,598
Closed -$498K – 273
2025
Q2 		$498K Sell
7,598
-440
-5% -$27.5K 0.24% 134
2025
Q1 		$511K Buy
+8,038
New +$522K 0.26% 112

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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Custom Index Systems's JAVA Position: Q3 2025 in Review

Custom Index Systems sold out of JPMorgan Active Value ETF (JAVA) in Q3 2025, closing a stake of 7,598 shares — an estimated $498K sold.

Custom Index Systems first reported a position in JAVA in Q1 2025 and held it in 2 quarters. The position peaked at $511K in Q1 2025. 222 funds tracked by Wall St. Rank hold JAVA as of Q3 2025.

  • Custom Index Systems reported no remaining JPMorgan Active Value ETF position as of Q3 2025 after selling out during the quarter.
  • Custom Index Systems sold 7,598 JPMorgan Active Value ETF shares in Q3 2025, an estimated $498K.
  • Custom Index Systems first reported a position in JPMorgan Active Value ETF in Q1 2025 and held it in 2 quarters.
  • Custom Index Systems's JPMorgan Active Value ETF position peaked at $511K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2025.

Based on Custom Index Systems's 13F filing for Q3 2025, filed 29 Oct 2025.