HUB Investment Partners
JAVA icon

HUB Investment Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

HUB Investment Partners’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 		$768K Sell
9,669
-2,723
-22% -$208K 0.01% 529
2026
Q1 		$889K Sell
12,392
-691
-5% -$51.3K 0.02% 391
2025
Q4 		$938K Hold
13,083
– – 0.02% 318
2025
Q3 		$902K Buy
13,083
+5,202
+66% +$349K 0.03% 295
2025
Q2 		$516K Buy
+7,881
New +$492K 0.02% 376

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dynasty Wealth Management
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
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OpenArc Corporate Advisory
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

HUB Investment Partners's JAVA Position: Q2 2026 in Review

HUB Investment Partners reduced its JPMorgan Active Value ETF (JAVA) stake by 22% in Q2 2026, selling an estimated $208K and leaving 9,669 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #529.

HUB Investment Partners first reported a position in JAVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $938K in Q4 2025. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • HUB Investment Partners held 9,669 shares of JPMorgan Active Value ETF worth $768K as of Q2 2026.
  • HUB Investment Partners sold 2,723 JPMorgan Active Value ETF shares in Q2 2026, an estimated $208K.
  • JPMorgan Active Value ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #529 holding.
  • HUB Investment Partners first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 5 quarters since.
  • HUB Investment Partners's JPMorgan Active Value ETF position peaked at $938K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.