OpenArc Corporate Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History

OpenArc Corporate Advisory’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	$211M	Buy	2,660,580 +322,989	+14%	+$24.7M	2.51%	11
2026 Q1	$168M	Buy	2,337,591 +713,134	+44%	+$52.9M	2.4%	12
2025 Q4	$117M	Buy	+1,624,457	New	+$114M	1.93%	14

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OpenArc Corporate Advisory's JAVA Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its JPMorgan Active Value ETF (JAVA) stake by 14% in Q2 2026, buying an estimated $24.7M and bringing the position to 2,660,580 shares worth $211M. The position accounts for 2.51% of the portfolio, ranked #11.

OpenArc Corporate Advisory first reported a position in JAVA in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

OpenArc Corporate Advisory held 2,660,580 shares of JPMorgan Active Value ETF worth $211M as of Q2 2026.
OpenArc Corporate Advisory bought 322,989 JPMorgan Active Value ETF shares in Q2 2026, an estimated $24.7M.
JPMorgan Active Value ETF made up 2.51% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #11 holding.
OpenArc Corporate Advisory first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 3 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.