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

NewEdge 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	$13.1M	Buy	164,361 +9,954	+6%	+$761K	0.04%	419
2026 Q1	$11.1M	Buy	154,407 +4,124	+3%	+$306K	0.04%	427
2025 Q4	$10.8M	Buy	150,283 +74,866	+99%	+$5.25M	0.04%	411
2025 Q3	$5.2M	Buy	75,417 +2,824	+4%	+$190K	0.02%	611
2025 Q2	$4.75M	Buy	72,593 +57,909	+394%	+$3.62M	0.02%	587
2025 Q1	$933K	Buy	14,684 +245	+2%	+$15.9K	0.01%	1223
2024 Q4	$914K	Hold	14,439	–	–	0.01%	1209
2024 Q3	$925K	Sell	14,439 -49	-0.3%	-$3.01K	0.01%	1147
2024 Q2	$859K	Hold	14,488	–	–	0.01%	1144
2024 Q1	$868K	Buy	14,488 +3,655	+34%	+$207K	0.01%	1067
2023 Q4	$603K	Buy	10,833 +8,633	+392%	+$450K	0.01%	1191
2023 Q3	$113K	Hold	2,200	–	–	﹤0.01%	1790
2023 Q2	$117K	Hold	2,200	–	–	﹤0.01%	1801
2023 Q1	$113K	Buy	+2,200	New	+$115K	﹤0.01%	1706

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

NewEdge Advisors's JAVA Position: Q2 2026 in Review

NewEdge Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 6.4% in Q2 2026, buying an estimated $761K and bringing the position to 164,361 shares worth $13.1M. The position accounts for 0.04% of the portfolio, ranked #419.

NewEdge Advisors first reported a position in JAVA in Q1 2023 and has held it in 14 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

NewEdge Advisors held 164,361 shares of JPMorgan Active Value ETF worth $13.1M as of Q2 2026.
NewEdge Advisors bought 9,954 JPMorgan Active Value ETF shares in Q2 2026, an estimated $761K.
JPMorgan Active Value ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #419 holding.
NewEdge Advisors first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 14 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.