Morgan Stanley
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Morgan Stanley’s JPMorgan Active Value ETF JAVA Stock Holding History

Morgan Stanley’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 		$134M Sell
1,688,045
-181,557
-10% -$13.9M 0.01% 1325
2026
Q1 		$134M Buy
1,869,602
+76,497
+4% +$5.68M 0.01% 1204
2025
Q4 		$129M Buy
1,793,105
+161,648
+10% +$11.3M 0.01% 1233
2025
Q3 		$113M Buy
1,631,457
+76,278
+5% +$5.12M 0.01% 1308
2025
Q2 		$102M Buy
1,555,179
+179,416
+13% +$11.2M 0.01% 1305
2025
Q1 		$87.4M Buy
1,375,763
+85,886
+7% +$5.58M 0.01% 1355
2024
Q4 		$81.6M Buy
1,289,877
+219,901
+21% +$14.4M 0.01% 1411
2024
Q3 		$68.6M Buy
1,069,976
+138,108
+15% +$8.49M 0.01% 1546
2024
Q2 		$55.2M Buy
931,868
+122,753
+15% +$7.24M ﹤0.01% 1667
2024
Q1 		$48.5M Buy
809,115
+64,631
+9% +$3.67M ﹤0.01% 1786
2023
Q4 		$41.4M Sell
744,484
-27,581
-4% -$1.44M ﹤0.01% 1932
2023
Q3 		$39.6M Buy
772,065
+213,888
+38% +$11.4M ﹤0.01% 1800
2023
Q2 		$29.7M Buy
558,177
+64,148
+13% +$3.32M ﹤0.01% 2078
2023
Q1 		$25.4M Buy
494,029
+110,687
+29% +$5.78M ﹤0.01% 2169
2022
Q4 		$19.6M Buy
+383,342
New +$19.4M ﹤0.01% 2359

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley's JAVA Position: Q2 2026 in Review

Morgan Stanley reduced its JPMorgan Active Value ETF (JAVA) stake by 9.7% in Q2 2026, selling an estimated $13.9M and leaving 1,688,045 shares worth $134M. The position accounts for 0.01% of the portfolio, ranked #1325.

Morgan Stanley first reported a position in JAVA in Q4 2022 and has held it in 15 quarters since. The position peaked at $134M in Q1 2026. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Morgan Stanley held 1,688,045 shares of JPMorgan Active Value ETF worth $134M as of Q2 2026.
  • Morgan Stanley sold 181,557 JPMorgan Active Value ETF shares in Q2 2026, an estimated $13.9M.
  • JPMorgan Active Value ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1325 holding.
  • Morgan Stanley first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Morgan Stanley's JPMorgan Active Value ETF position peaked at $134M in Q1 2026.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.