Great Valley Advisor Group’s JPMorgan Active Value ETF JAVA Stock Holding History

Great Valley Advisor Group’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	$65.7M	Buy	827,129 +36,405	+5%	+$2.78M	1.04%	17
2026 Q1	$56.7M	Buy	790,724 +18,745	+2%	+$1.39M	1.03%	17
2025 Q4	$55.4M	Buy	771,979 +44,466	+6%	+$3.12M	1.06%	15
2025 Q3	$50.2M	Buy	727,513 +37,930	+6%	+$2.55M	1.01%	19
2025 Q2	$45.2M	Buy	689,583 +121,880	+21%	+$7.61M	1%	21
2025 Q1	$36.1M	Buy	+567,703	New	+$36.9M	0.78%	28

Other funds holding JAVA

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Great Valley Advisor Group's JAVA Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan Active Value ETF (JAVA) stake by 4.6% in Q2 2026, buying an estimated $2.78M and bringing the position to 827,129 shares worth $65.7M. The position accounts for 1.04% of the portfolio, ranked #17.

Great Valley Advisor Group first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Great Valley Advisor Group held 827,129 shares of JPMorgan Active Value ETF worth $65.7M as of Q2 2026.
Great Valley Advisor Group bought 36,405 JPMorgan Active Value ETF shares in Q2 2026, an estimated $2.78M.
JPMorgan Active Value ETF made up 1.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #17 holding.
Great Valley Advisor Group first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.