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Kelly Financial Services’s JPMorgan Active Value ETF JAVA Stock Holding History

Kelly Financial Services’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 		$237K Buy
2,990
+3
+0.1% +$229 0.05% 126
2026
Q1 		$214K Buy
2,987
+148
+5% +$11K 0.05% 121
2025
Q4 		$204K Buy
+2,839
New +$199K 0.05% 123
2024
Q3 		– Sell
-220
Closed -$13K – 445
2024
Q2 		$13K Buy
+220
New +$13K ﹤0.01% 391

Other funds holding JAVA

JP Morgan Chase
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
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

Kelly Financial Services's JAVA Position: Q2 2026 in Review

Kelly Financial Services increased its JPMorgan Active Value ETF (JAVA) stake by 0.1% in Q2 2026, buying an estimated $229 and bringing the position to 2,990 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #126.

Kelly Financial Services first reported a position in JAVA in Q2 2024 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Kelly Financial Services held 2,990 shares of JPMorgan Active Value ETF worth $237K as of Q2 2026.
  • Kelly Financial Services bought 3 JPMorgan Active Value ETF shares in Q2 2026, an estimated $229.
  • JPMorgan Active Value ETF made up 0.05% of Kelly Financial Services's portfolio in Q2 2026, its #126 holding.
  • Kelly Financial Services first reported a position in JPMorgan Active Value ETF in Q2 2024 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.