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

MONECO 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 		$762K Buy
9,594
+4
+0% +$306 0.05% 302
2026
Q1 		$688K Buy
9,590
+290
+3% +$21.5K 0.05% 253
2025
Q4 		$667K Buy
9,300
+143
+2% +$10K 0.05% 255
2025
Q3 		$631K Buy
9,157
+190
+2% +$12.8K 0.05% 264
2025
Q2 		$587K Buy
8,967
+52
+0.6% +$3.25K 0.05% 264
2025
Q1 		$566K Buy
8,915
+1,315
+17% +$85.4K 0.06% 258
2024
Q4 		$481K Buy
7,600
+1,722
+29% +$113K 0.05% 281
2024
Q3 		$377K Buy
5,878
+1,080
+23% +$66.4K 0.05% 303
2024
Q2 		$284K Buy
+4,798
New +$283K 0.04% 331

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

MONECO Advisors's JAVA Position: Q2 2026 in Review

MONECO Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 0.04% in Q2 2026, buying an estimated $306 and bringing the position to 9,594 shares worth $762K. The position accounts for 0.05% of the portfolio, ranked #302.

MONECO Advisors first reported a position in JAVA in Q2 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • MONECO Advisors held 9,594 shares of JPMorgan Active Value ETF worth $762K as of Q2 2026.
  • MONECO Advisors bought 4 JPMorgan Active Value ETF shares in Q2 2026, an estimated $306.
  • JPMorgan Active Value ETF made up 0.05% of MONECO Advisors's portfolio in Q2 2026, its #302 holding.
  • MONECO Advisors first reported a position in JPMorgan Active Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.