Mount Yale Investment Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Mount Yale Investment 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 Q1	$35.6M	Buy	+495,706	New	+$36.8M	0.82%	18

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mount Yale Investment Advisors's JAVA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in JPMorgan Active Value ETF (JAVA) in Q1 2026: 495,706 shares worth $35.6M. The stake represents 0.82% of the portfolio and ranks #18 among its holdings.

263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Mount Yale Investment Advisors held 495,706 shares of JPMorgan Active Value ETF worth $35.6M as of Q1 2026.
JPMorgan Active Value ETF was a new Mount Yale Investment Advisors position in Q1 2026.
JPMorgan Active Value ETF made up 0.82% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #18 holding.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.