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

MBL 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 Q3	$367K	Buy	+4,600	New	+$376K	0.02%	404

Other funds holding JAVA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

MBL Wealth's JAVA Position: Q3 2026 in Review

MBL Wealth opened a new position in JPMorgan Active Value ETF (JAVA) in Q3 2026: 4,600 shares worth $367K. The stake represents 0.02% of the portfolio and ranks #404 among its holdings.

244 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

MBL Wealth held 4,600 shares of JPMorgan Active Value ETF worth $367K as of Q3 2026.
JPMorgan Active Value ETF was a new MBL Wealth position in Q3 2026.
JPMorgan Active Value ETF made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #404 holding.
244 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.