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

Mutual 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	$843K	Sell	10,617 -258	-2%	-$19.7K	0.02%	715
2026 Q1	$780K	Buy	10,875 +1,132	+12%	+$84K	0.02%	692
2025 Q4	$699K	Sell	9,743 -231	-2%	-$16.2K	0.02%	716
2025 Q3	$693K	Sell	9,974 -397	-4%	-$26.6K	0.02%	708
2025 Q2	$695K	Sell	10,371 -607	-6%	-$37.9K	0.02%	642
2025 Q1	$668K	Sell	10,978 -63,037	-85%	-$4.09M	0.02%	595
2024 Q4	$4.83M	Buy	74,015 +1,121	+2%	+$73.5K	0.14%	143
2024 Q3	$4.71M	Sell	72,894 -1,005	-1%	-$61.8K	0.14%	140
2024 Q2	$4.53M	Buy	73,899 +3,304	+5%	+$195K	0.14%	150
2024 Q1	$4.23M	Buy	70,595 +4,795	+7%	+$272K	0.14%	145
2023 Q4	$3.66M	Buy	65,800 +1,931	+3%	+$101K	0.13%	166
2023 Q3	$3.27M	Buy	63,869 +32,661	+105%	+$1.74M	0.13%	162
2023 Q2	$1.66M	Sell	31,208 -360	-1%	-$18.6K	0.06%	296
2023 Q1	$1.63M	Buy	31,568 +8,544	+37%	+$446K	0.07%	293
2022 Q4	$1.18M	Buy	23,024 +4,774	+26%	+$242K	0.05%	364
2022 Q3	$835K	Buy	+18,250	New	+$902K	0.04%	417

Other funds holding JAVA

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mutual Advisors's JAVA Position: Q2 2026 in Review

Mutual Advisors reduced its JPMorgan Active Value ETF (JAVA) stake by 2.4% in Q2 2026, selling an estimated $19.7K and leaving 10,617 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #715.

Mutual Advisors first reported a position in JAVA in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.83M in Q4 2024. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Mutual Advisors held 10,617 shares of JPMorgan Active Value ETF worth $843K as of Q2 2026.
Mutual Advisors sold 258 JPMorgan Active Value ETF shares in Q2 2026, an estimated $19.7K.
JPMorgan Active Value ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #715 holding.
Mutual Advisors first reported a position in JPMorgan Active Value ETF in Q3 2022 and has held it in 16 quarters since.
Mutual Advisors's JPMorgan Active Value ETF position peaked at $4.83M in Q4 2024.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.