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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
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
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

Intellus Advisors's JAVA Position: Q1 2026 in Review

Intellus Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 1% in Q1 2026, buying an estimated $370K and bringing the position to 481,617 shares worth $34.6M. The position accounts for 4.72% of the portfolio, ranked #7.

Intellus Advisors first reported a position in JAVA in Q4 2024 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Intellus Advisors held 481,617 shares of JPMorgan Active Value ETF worth $34.6M as of Q1 2026.
  • Intellus Advisors bought 4,989 JPMorgan Active Value ETF shares in Q1 2026, an estimated $370K.
  • JPMorgan Active Value ETF made up 4.72% of Intellus Advisors's portfolio in Q1 2026, its #7 holding.
  • Intellus Advisors first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.