IIM
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IFC & Insurance Marketing’s JPMorgan Active Value ETF JAVA Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-261
Closed -$19K – 382
2025
Q4 		$19K Buy
+261
New +$18.3K 0.02% 296

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFC & Insurance Marketing's JAVA Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of JPMorgan Active Value ETF (JAVA) in Q1 2026, closing a stake of 261 shares — an estimated $19K sold.

IFC & Insurance Marketing first reported a position in JAVA in Q4 2025 and held it in 1 quarter. The position peaked at $19K in Q4 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining JPMorgan Active Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 261 JPMorgan Active Value ETF shares in Q1 2026, an estimated $19K.
  • IFC & Insurance Marketing first reported a position in JPMorgan Active Value ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's JPMorgan Active Value ETF position peaked at $19K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.