EH
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Equitable Holdings’s JPMorgan Active Value ETF JAVA Stock Holding History

Equitable Holdings’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 		$3.96M Sell
49,835
-32,982
-40% -$2.52M 0.02% 529
2026
Q1 		$5.94M Buy
82,817
+46,598
+129% +$3.46M 0.04% 386
2025
Q4 		$2.6M Buy
36,219
+5,629
+18% +$395K 0.02% 553
2025
Q3 		$2.11M Sell
30,590
-3,345
-10% -$225K 0.02% 596
2025
Q2 		$2.22M Sell
33,935
-1,795
-5% -$112K 0.02% 535
2025
Q1 		$2.27M Sell
35,730
-73,675
-67% -$4.78M 0.02% 474
2024
Q4 		$6.93M Buy
109,405
+14,203
+15% +$931K 0.07% 230
2024
Q3 		$6.1M Sell
95,202
-12,342
-11% -$759K 0.06% 246
2024
Q2 		$6.37M Sell
107,544
-2,401
-2% -$142K 0.07% 222
2024
Q1 		$6.58M Buy
109,945
+3,806
+4% +$216K 0.07% 203
2023
Q4 		$5.9M Sell
106,139
-355
-0.3% -$18.5K 0.07% 196
2023
Q3 		$5.46M Buy
106,494
+9,376
+10% +$500K 0.08% 191
2023
Q2 		$5.16M Buy
97,118
+10,466
+12% +$542K 0.07% 187
2023
Q1 		$4.43M Buy
+86,652
New +$4.53M 0.07% 191

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

Equitable Holdings's JAVA Position: Q2 2026 in Review

Equitable Holdings reduced its JPMorgan Active Value ETF (JAVA) stake by 40% in Q2 2026, selling an estimated $2.52M and leaving 49,835 shares worth $3.96M. The position accounts for 0.02% of the portfolio, ranked #529.

Equitable Holdings first reported a position in JAVA in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.93M in Q4 2024. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Equitable Holdings held 49,835 shares of JPMorgan Active Value ETF worth $3.96M as of Q2 2026.
  • Equitable Holdings sold 32,982 JPMorgan Active Value ETF shares in Q2 2026, an estimated $2.52M.
  • JPMorgan Active Value ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #529 holding.
  • Equitable Holdings first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Equitable Holdings's JPMorgan Active Value ETF position peaked at $6.93M in Q4 2024.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.