Janney Montgomery Scott’s JPMorgan Active Value ETF JAVA Stock Holding History

Janney Montgomery Scott’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	$116M	Buy	+1,458,706	New	+$112M	0.22%	98
2026 Q1	–	Sell	-1,589,943	Closed	-$114M	–	2915
2025 Q4	$114M	Buy	1,589,943 +30,629	+2%	+$2.15M	0.26%	85
2025 Q3	$108M	Buy	1,559,314 +81,722	+6%	+$5.48M	0.25%	87
2025 Q2	$96.8M	Buy	1,477,592 +231	+0%	+$14.4K	0.25%	85
2025 Q1	$93.9M	Buy	1,477,361 +51,002	+4%	+$3.31M	0.27%	76
2024 Q4	$90.3M	Buy	1,426,359 +246,794	+21%	+$16.2M	0.25%	83
2024 Q3	$75.6M	Buy	1,179,565 +223,478	+23%	+$13.7M	0.21%	99
2024 Q2	$56.7M	Buy	956,087 +210,993	+28%	+$12.4M	0.17%	118
2024 Q1	$44.6M	Buy	745,094 +129,523	+21%	+$7.35M	0.13%	160
2023 Q4	$34.2M	Buy	615,571 +153,311	+33%	+$8M	0.11%	179
2023 Q3	$23.7M	Buy	462,260 +133,467	+41%	+$7.12M	0.09%	215
2023 Q2	$17.5M	Buy	328,793 +75,810	+30%	+$3.92M	0.06%	303
2023 Q1	$13M	Buy	252,983 +40,561	+19%	+$2.12M	0.05%	336
2022 Q4	$10.9M	Buy	212,422 +152,306	+253%	+$7.72M	0.04%	403
2022 Q3	$2.75M	Buy	60,116 +55,866	+1,314%	+$2.76M	0.01%	838
2022 Q2	$206K	Buy	+4,250	New	+$217K	﹤0.01%	2135

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott's JAVA Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 1,458,706 shares worth $116M. The stake represents 0.22% of the portfolio and ranks #98 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in JAVA as recently as Q4 2025.

Janney Montgomery Scott first reported a position in JAVA in Q2 2022 and has held it in 16 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Janney Montgomery Scott held 1,458,706 shares of JPMorgan Active Value ETF worth $116M as of Q2 2026.
JPMorgan Active Value ETF was a new Janney Montgomery Scott position in Q2 2026.
JPMorgan Active Value ETF made up 0.22% of Janney Montgomery Scott's portfolio in Q2 2026, its #98 holding.
Janney Montgomery Scott first reported a position in JPMorgan Active Value ETF in Q2 2022 and has held it in 16 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.