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

Intellus 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	$38.9M	Buy	490,286 +8,669	+2%	+$663K	4.73%	7
2026 Q1	$34.6M	Buy	481,617 +4,989	+1%	+$370K	4.72%	7
2025 Q4	$34.2M	Buy	476,628 +7,389	+2%	+$518K	4.54%	7
2025 Q3	$32.4M	Buy	469,239 +8,267	+2%	+$555K	4.42%	7
2025 Q2	$30.2M	Buy	460,972 +11,130	+2%	+$695K	4.5%	8
2025 Q1	$28.6M	Buy	449,842 +7,858	+2%	+$510K	4.99%	7
2024 Q4	$28M	Buy	+441,984	New	+$29M	4.84%	5

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

Intellus Advisors's JAVA Position: Q2 2026 in Review

Intellus Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 1.8% in Q2 2026, buying an estimated $663K and bringing the position to 490,286 shares worth $38.9M. The position accounts for 4.73% of the portfolio, ranked #7.

Intellus Advisors first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Intellus Advisors held 490,286 shares of JPMorgan Active Value ETF worth $38.9M as of Q2 2026.
Intellus Advisors bought 8,669 JPMorgan Active Value ETF shares in Q2 2026, an estimated $663K.
JPMorgan Active Value ETF made up 4.73% of Intellus Advisors's portfolio in Q2 2026, its #7 holding.
Intellus Advisors first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.