HighTower Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

HighTower 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	$5.72M	Buy	72,051 +917	+1%	+$70.1K	0.01%	1183
2026 Q1	$5.1M	Buy	71,134 +1,894	+3%	+$141K	0.01%	1179
2025 Q4	$4.97M	Buy	69,240 +3,998	+6%	+$280K	0.01%	1170
2025 Q3	$4.5M	Buy	65,242 +1,493	+2%	+$100K	0.01%	1179
2025 Q2	$4.18M	Buy	63,749 +3,880	+6%	+$242K	0.01%	1162
2025 Q1	$3.8M	Buy	59,869 +5,845	+11%	+$379K	0.01%	1169
2024 Q4	$3.42M	Buy	54,024 +1,052	+2%	+$69K	﹤0.01%	1226
2024 Q3	$3.4M	Buy	52,972 +915	+2%	+$56.2K	﹤0.01%	1218
2024 Q2	$3.09M	Buy	52,057 +42,364	+437%	+$2.5M	﹤0.01%	1221
2024 Q1	$580K	Sell	9,693 -1,613	-14%	-$91.5K	﹤0.01%	2173
2023 Q4	$628K	Buy	+11,306	New	+$590K	﹤0.01%	2155
2023 Q2	–	Sell	-4,514	Closed	-$231K	–	3558
2023 Q1	$231K	Sell	4,514 -298	-6%	-$15.6K	﹤0.01%	2647
2022 Q4	$245K	Buy	+4,812	New	+$244K	﹤0.01%	2621

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

HighTower Advisors's JAVA Position: Q2 2026 in Review

HighTower Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 1.3% in Q2 2026, buying an estimated $70.1K and bringing the position to 72,051 shares worth $5.72M. The position accounts for 0.01% of the portfolio, ranked #1183.

HighTower Advisors first reported a position in JAVA in Q4 2022 and has held it in 13 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

HighTower Advisors held 72,051 shares of JPMorgan Active Value ETF worth $5.72M as of Q2 2026.
HighTower Advisors bought 917 JPMorgan Active Value ETF shares in Q2 2026, an estimated $70.1K.
JPMorgan Active Value ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1183 holding.
HighTower Advisors first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 13 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.