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Godsey & Gibb Inc’s JPMorgan Active Value ETF JAVA Stock Holding History

Godsey & Gibb Inc’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 		– Sell
-62
Closed -$4.45K – 394
2026
Q1 		$4.45K Hold
62
– – ﹤0.01% 323
2025
Q4 		$4.45K Buy
+62
New +$4.35K ﹤0.01% 350

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

Godsey & Gibb Inc's JAVA Position: Q2 2026 in Review

Godsey & Gibb Inc sold out of JPMorgan Active Value ETF (JAVA) in Q2 2026, closing a stake of 62 shares — an estimated $4.45K sold.

Godsey & Gibb Inc first reported a position in JAVA in Q4 2025 and held it in 2 quarters. The position peaked at $4.45K in Q1 2026. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Godsey & Gibb Inc reported no remaining JPMorgan Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Godsey & Gibb Inc sold 62 JPMorgan Active Value ETF shares in Q2 2026, an estimated $4.45K.
  • Godsey & Gibb Inc first reported a position in JPMorgan Active Value ETF in Q4 2025 and held it in 2 quarters.
  • Godsey & Gibb Inc's JPMorgan Active Value ETF position peaked at $4.45K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.