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Luts & Greenleigh Group’s JPMorgan Active Value ETF JAVA Stock Holding History

Luts & Greenleigh Group’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 		$307K Sell
3,866
-5
-0.1% -$382 0.23% 73
2026
Q1 		$278K Buy
3,871
+249
+7% +$18.5K 0.22% 69
2025
Q4 		$260K Buy
3,622
+720
+25% +$50.5K 0.22% 72
2025
Q3 		$200K Buy
+2,902
New +$195K 0.18% 83

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

Luts & Greenleigh Group's JAVA Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its JPMorgan Active Value ETF (JAVA) stake by 0.13% in Q2 2026, selling an estimated $382 and leaving 3,866 shares worth $307K. The position accounts for 0.23% of the portfolio, ranked #73.

Luts & Greenleigh Group first reported a position in JAVA in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Luts & Greenleigh Group held 3,866 shares of JPMorgan Active Value ETF worth $307K as of Q2 2026.
  • Luts & Greenleigh Group sold 5 JPMorgan Active Value ETF shares in Q2 2026, an estimated $382.
  • JPMorgan Active Value ETF made up 0.23% of Luts & Greenleigh Group's portfolio in Q2 2026, its #73 holding.
  • Luts & Greenleigh Group first reported a position in JPMorgan Active Value ETF in Q3 2025 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 Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.