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NBC Securities’s JPMorgan Active Value ETF JAVA Stock Holding History

NBC Securities’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
2025
Q4 		– Sell
-216
Closed -$14.9K – 2867
2025
Q3 		$14.9K Buy
+216
New +$14.5K ﹤0.01% 1875

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NBC Securities's JAVA Position: Q4 2025 in Review

NBC Securities sold out of JPMorgan Active Value ETF (JAVA) in Q4 2025, closing a stake of 216 shares — an estimated $14.9K sold.

NBC Securities first reported a position in JAVA in Q3 2025 and held it in 1 quarter. The position peaked at $14.9K in Q3 2025. 252 funds tracked by Wall St. Rank hold JAVA as of Q4 2025.

  • NBC Securities reported no remaining JPMorgan Active Value ETF position as of Q4 2025 after selling out during the quarter.
  • NBC Securities sold 216 JPMorgan Active Value ETF shares in Q4 2025, an estimated $14.9K.
  • NBC Securities first reported a position in JPMorgan Active Value ETF in Q3 2025 and held it in 1 quarter.
  • NBC Securities's JPMorgan Active Value ETF position peaked at $14.9K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.