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Keyvantage Wealth’s JPMorgan Active Value ETF JAVA Stock Holding History

Keyvantage Wealth’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 		$12.5M Buy
156,919
+11,452
+8% +$876K 4.71% 6
2026
Q1 		$10.4M Buy
145,467
+6,618
+5% +$491K 4.6% 5
2025
Q4 		$9.96M Sell
138,849
-66,265
-32% -$4.65M 4.26% 5
2025
Q3 		$14.1M Buy
205,114
+3,421
+2% +$230K 5.93% 4
2025
Q2 		$13.2M Buy
201,693
+6,819
+3% +$426K 5.93% 4
2025
Q1 		$12.4M Buy
194,874
+180,260
+1,233% +$11.7M 6.03% 3
2024
Q4 		$925K Buy
+14,614
New +$958K 0.66% 32

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

Keyvantage Wealth's JAVA Position: Q2 2026 in Review

Keyvantage Wealth increased its JPMorgan Active Value ETF (JAVA) stake by 7.9% in Q2 2026, buying an estimated $876K and bringing the position to 156,919 shares worth $12.5M. The position accounts for 4.71% of the portfolio, ranked #6.

Keyvantage Wealth first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1M in Q3 2025. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Keyvantage Wealth held 156,919 shares of JPMorgan Active Value ETF worth $12.5M as of Q2 2026.
  • Keyvantage Wealth bought 11,452 JPMorgan Active Value ETF shares in Q2 2026, an estimated $876K.
  • JPMorgan Active Value ETF made up 4.71% of Keyvantage Wealth's portfolio in Q2 2026, its #6 holding.
  • Keyvantage Wealth first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Keyvantage Wealth's JPMorgan Active Value ETF position peaked at $14.1M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.