MA
JAVA icon

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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mutual Advisors's JAVA Position: Q1 2026 in Review

Mutual Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 12% in Q1 2026, buying an estimated $84K and bringing the position to 10,875 shares worth $780K. The position accounts for 0.02% of the portfolio, ranked #692.

Mutual Advisors first reported a position in JAVA in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.83M in Q4 2024. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Mutual Advisors held 10,875 shares of JPMorgan Active Value ETF worth $780K as of Q1 2026.
  • Mutual Advisors bought 1,132 JPMorgan Active Value ETF shares in Q1 2026, an estimated $84K.
  • JPMorgan Active Value ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #692 holding.
  • Mutual Advisors first reported a position in JPMorgan Active Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Mutual Advisors's JPMorgan Active Value ETF position peaked at $4.83M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.