JP Morgan Chase
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JP Morgan Chase’s JPMorgan Active Value ETF JAVA Stock Holding History

JP Morgan Chase’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 		$1.64B Sell
20,570,939
-1,008,507
-5% -$77.1M 0.09% 203
2026
Q1 		$1.53B Buy
21,579,446
+1,178,232
+6% +$87.4M 0.1% 200
2025
Q4 		$1.46B Buy
20,401,214
+4,437,690
+28% +$311M 0.09% 217
2025
Q3 		$1.1B Buy
15,963,524
+2,098,043
+15% +$141M 0.07% 262
2025
Q2 		$908M Buy
13,865,481
+434,807
+3% +$27.1M 0.06% 281
2025
Q1 		$853M Buy
13,430,674
+3,199,399
+31% +$208M 0.06% 273
2024
Q4 		$648M Buy
10,231,275
+8,850,809
+641% +$580M 0.05% 325
2024
Q3 		$88.4M Buy
1,380,466
+534,561
+63% +$32.9M 0.01% 1013
2024
Q2 		$50.1M Buy
845,905
+133,101
+19% +$7.85M ﹤0.01% 1242
2024
Q1 		$42.7M Buy
712,804
+77,810
+12% +$4.42M ﹤0.01% 1381
2023
Q4 		$35.3M Buy
634,994
+94,263
+17% +$4.92M ﹤0.01% 1428
2023
Q3 		$27.7M Buy
540,731
+145,363
+37% +$7.76M ﹤0.01% 1445
2023
Q2 		$21M Buy
395,368
+137,080
+53% +$7.09M ﹤0.01% 1666
2023
Q1 		$13.3M Sell
258,288
-195,540
-43% -$10.2M ﹤0.01% 2016
2022
Q4 		$23.2M Buy
453,828
+35,828
+9% +$1.82M ﹤0.01% 1553
2022
Q3 		$19.1M Sell
418,000
-67,000
-14% -$3.31M ﹤0.01% 1611
2022
Q2 		$23.1M Sell
485,000
-10,000
-2% -$511K ﹤0.01% 1509
2022
Q1 		$26.7M Sell
495,000
-5,000
-1% -$265K ﹤0.01% 1540
2021
Q4 		$26.2M Buy
+500,000
New +$25.7M ﹤0.01% 1599

Other funds holding JAVA

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase's JAVA Position: Q2 2026 in Review

JP Morgan Chase reduced its JPMorgan Active Value ETF (JAVA) stake by 4.7% in Q2 2026, selling an estimated $77.1M and leaving 20,570,939 shares worth $1.64B. The position accounts for 0.09% of the portfolio, ranked #203.

JP Morgan Chase first reported a position in JAVA in Q4 2021 and has held it in 19 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • JP Morgan Chase held 20,570,939 shares of JPMorgan Active Value ETF worth $1.64B as of Q2 2026.
  • JP Morgan Chase sold 1,008,507 JPMorgan Active Value ETF shares in Q2 2026, an estimated $77.1M.
  • JPMorgan Active Value ETF made up 0.09% of JP Morgan Chase's portfolio in Q2 2026, its #203 holding.
  • JP Morgan Chase first reported a position in JPMorgan Active Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.