Envestnet Portfolio Solutions
JAVA icon

Envestnet Portfolio Solutions’s JPMorgan Active Value ETF JAVA Stock Holding History

Envestnet Portfolio Solutions’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 		$206K Buy
+2,589
New +$198K ﹤0.01% 1356
2025
Q2 		– Sell
-6,630
Closed -$421K – 1599
2025
Q1 		$421K Buy
+6,630
New +$430K ﹤0.01% 1125

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

Envestnet Portfolio Solutions's JAVA Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 2,589 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in JAVA as recently as Q1 2025.

Envestnet Portfolio Solutions first reported a position in JAVA in Q1 2025 and has held it in 2 quarters since. The position peaked at $421K in Q1 2025. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,589 shares of JPMorgan Active Value ETF worth $206K as of Q2 2026.
  • JPMorgan Active Value ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1356 holding.
  • Envestnet Portfolio Solutions first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 2 quarters since.
  • Envestnet Portfolio Solutions's JPMorgan Active Value ETF position peaked at $421K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.