KFS
JAVA icon

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

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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. 116 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.
  • 116 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.