Gladstone Institutional Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History

Gladstone Institutional Advisory's JAVA Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its JPMorgan Active Value ETF (JAVA) stake by 7.5% in Q2 2026, buying an estimated $282K and bringing the position to 52,961 shares worth $4.21M. The position accounts for 0.13% of the portfolio, ranked #166.

Gladstone Institutional Advisory first reported a position in JAVA in Q3 2023 and has held it in 12 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

• Gladstone Institutional Advisory held 52,961 shares of JPMorgan Active Value ETF worth $4.21M as of Q2 2026.
• Gladstone Institutional Advisory bought 3,681 JPMorgan Active Value ETF shares in Q2 2026, an estimated $282K.
• JPMorgan Active Value ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #166 holding.
• Gladstone Institutional Advisory first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 12 quarters since.
• 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.