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International Assets Investment Management’s JPMorgan Active Value ETF JAVA Stock Holding History

International Assets Investment Management’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 		$35.6K Hold
446
– – ﹤0.01% 1425
2026
Q1 		$32.1K Hold
446
– – ﹤0.01% 1362
2025
Q4 		$32K Buy
+446
New +$31.3K ﹤0.01% 1343

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

International Assets Investment Management's JAVA Position: Q2 2026 in Review

International Assets Investment Management held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 446 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

International Assets Investment Management first reported a position in JAVA in Q4 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • International Assets Investment Management held 446 shares of JPMorgan Active Value ETF worth $35.6K as of Q2 2026.
  • International Assets Investment Management left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1425 holding.
  • International Assets Investment Management first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.