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ORG Partners’s JPMorgan Active Value ETF JAVA Stock Holding History

ORG Partners’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 		$1.49M Buy
20,721
+3,198
+18% +$224K 0.26% 87
2025
Q3 		$1.21M Sell
17,523
-62
-0.4% -$4.16K 0.22% 97
2025
Q2 		$1.17M Buy
+17,585
New +$1.1M 0.25% 85

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ORG Partners's JAVA Position: Q4 2025 in Review

ORG Partners increased its JPMorgan Active Value ETF (JAVA) stake by 18% in Q4 2025, buying an estimated $224K and bringing the position to 20,721 shares worth $1.49M. The position accounts for 0.26% of the portfolio, ranked #87.

ORG Partners first reported a position in JAVA in Q2 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold JAVA as of Q4 2025.

  • ORG Partners held 20,721 shares of JPMorgan Active Value ETF worth $1.49M as of Q4 2025.
  • ORG Partners bought 3,198 JPMorgan Active Value ETF shares in Q4 2025, an estimated $224K.
  • JPMorgan Active Value ETF made up 0.26% of ORG Partners's portfolio in Q4 2025, its #87 holding.
  • ORG Partners first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.