EWA
JAVA icon

EP Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

EP Wealth Advisors’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 		$114K Buy
+1,432
New +$110K ﹤0.01% 1645

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

EP Wealth Advisors's JAVA Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 1,432 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #1645 among its holdings.

273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • EP Wealth Advisors held 1,432 shares of JPMorgan Active Value ETF worth $114K as of Q2 2026.
  • JPMorgan Active Value ETF was a new EP Wealth Advisors position in Q2 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1645 holding.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.