Matthew Hamilton Rosenberg’s JPMorgan Active Value ETF JAVA Stock Holding History

Matthew Hamilton Rosenberg’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	$3.57K	Hold	45	–	–	﹤0.01%	714
2026 Q1	$3.23K	Sell	45 -266	-86%	-$19.7K	﹤0.01%	710
2025 Q4	$22.3K	Hold	311	–	–	﹤0.01%	529
2025 Q3	$21.4K	Hold	311	–	–	﹤0.01%	531
2025 Q2	$20.4K	Sell	311 -129	-29%	-$8.05K	﹤0.01%	558
2025 Q1	$28K	Sell	440 -135	-23%	-$8.76K	0.01%	496
2024 Q4	$36.4K	Sell	575 -132	-19%	-$8.65K	0.01%	466
2024 Q3	$45.3K	Hold	707	–	–	0.01%	442
2024 Q2	$41.6K	Hold	707	–	–	0.01%	448
2024 Q1	$42.2K	Hold	707	–	–	0.01%	448
2023 Q4	$39.3K	Buy	+707	New	+$36.9K	0.01%	462

Other funds holding JAVA

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Matthew Hamilton Rosenberg's JAVA Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 45 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Matthew Hamilton Rosenberg first reported a position in JAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.3K in Q3 2024. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Matthew Hamilton Rosenberg held 45 shares of JPMorgan Active Value ETF worth $3.57K as of Q2 2026.
Matthew Hamilton Rosenberg left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
JPMorgan Active Value ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #714 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 11 quarters since.
Matthew Hamilton Rosenberg's JPMorgan Active Value ETF position peaked at $45.3K in Q3 2024.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.