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

OneDigital 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	$688K	Buy	9,591 +129	+1%	+$9.57K	0.01%	823
2025 Q4	$679K	Buy	9,462 +39	+0.4%	+$2.74K	0.01%	821
2025 Q3	$650K	Buy	9,423 +34	+0.4%	+$2.28K	0.01%	827
2025 Q2	$615K	Buy	9,389 +35	+0.4%	+$2.19K	0.01%	826
2025 Q1	$594K	Buy	9,354 +25	+0.3%	+$1.62K	0.01%	796
2024 Q4	$591K	Buy	9,329 +36	+0.4%	+$2.36K	0.01%	823
2024 Q3	$595K	Buy	9,293 +38	+0.4%	+$2.33K	0.01%	865
2024 Q2	$548K	Buy	+9,255	New	+$546K	0.01%	861

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 $377B AUM 19.32% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B 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

OneDigital Investment Advisors's JAVA Position: Q1 2026 in Review

OneDigital Investment Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 1.4% in Q1 2026, buying an estimated $9.57K and bringing the position to 9,591 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #823.

OneDigital Investment Advisors first reported a position in JAVA in Q2 2024 and has held it in 8 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

OneDigital Investment Advisors held 9,591 shares of JPMorgan Active Value ETF worth $688K as of Q1 2026.
OneDigital Investment Advisors bought 129 JPMorgan Active Value ETF shares in Q1 2026, an estimated $9.57K.
JPMorgan Active Value ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #823 holding.
OneDigital Investment Advisors first reported a position in JPMorgan Active Value ETF in Q2 2024 and has held it in 8 quarters since.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.