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Eclectic Associates’s JPMorgan Active Value ETF JAVA Stock Holding History

Eclectic Associates’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 		$288K Sell
3,622
-443
-11% -$33.9K 0.03% 136
2026
Q1 		$292K Hold
4,065
– – 0.04% 126
2025
Q4 		$292K Buy
+4,065
New +$285K 0.05% 118

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

Eclectic Associates's JAVA Position: Q2 2026 in Review

Eclectic Associates reduced its JPMorgan Active Value ETF (JAVA) stake by 11% in Q2 2026, selling an estimated $33.9K and leaving 3,622 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #136.

Eclectic Associates first reported a position in JAVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $292K in Q1 2026. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Eclectic Associates held 3,622 shares of JPMorgan Active Value ETF worth $288K as of Q2 2026.
  • Eclectic Associates sold 443 JPMorgan Active Value ETF shares in Q2 2026, an estimated $33.9K.
  • JPMorgan Active Value ETF made up 0.03% of Eclectic Associates's portfolio in Q2 2026, its #136 holding.
  • Eclectic Associates first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Eclectic Associates's JPMorgan Active Value ETF position peaked at $292K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.