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MBA Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

MBA Advisors’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 		$266K Sell
3,346
-376
-10% -$28.8K 0.09% 130
2026
Q1 		$267K Sell
3,722
-344
-8% -$25.5K 0.1% 124
2025
Q4 		$292K Hold
4,066
– – 0.12% 114
2025
Q3 		$280K Sell
4,066
-500
-11% -$33.6K 0.12% 115
2025
Q2 		$299K Sell
4,566
-91
-2% -$5.68K 0.14% 109
2025
Q1 		$296K Buy
+4,657
New +$302K 0.15% 108

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

MBA Advisors's JAVA Position: Q2 2026 in Review

MBA Advisors reduced its JPMorgan Active Value ETF (JAVA) stake by 10% in Q2 2026, selling an estimated $28.8K and leaving 3,346 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #130.

MBA Advisors first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $299K in Q2 2025. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • MBA Advisors held 3,346 shares of JPMorgan Active Value ETF worth $266K as of Q2 2026.
  • MBA Advisors sold 376 JPMorgan Active Value ETF shares in Q2 2026, an estimated $28.8K.
  • JPMorgan Active Value ETF made up 0.09% of MBA Advisors's portfolio in Q2 2026, its #130 holding.
  • MBA Advisors first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
  • MBA Advisors's JPMorgan Active Value ETF position peaked at $299K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.