PIA
JAVA icon

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

Perennial 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 		$5.95M Buy
82,970
+3,376
+4% +$251K 0.47% 43
2025
Q4 		$5.71M Buy
79,594
+19,894
+33% +$1.4M 0.45% 45
2025
Q3 		$4.12M Buy
59,700
+6,290
+12% +$422K 0.34% 58
2025
Q2 		$3.5M Buy
53,410
+39,435
+282% +$2.46M 0.34% 64
2025
Q1 		$888K Buy
+13,975
New +$907K 0.1% 174

Other funds holding JAVA

JP Morgan Chase
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Perennial Investment Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 4.2% in Q1 2026, buying an estimated $251K and bringing the position to 82,970 shares worth $5.95M. The position accounts for 0.47% of the portfolio, ranked #43.

Perennial Investment Advisors first reported a position in JAVA in Q1 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Perennial Investment Advisors held 82,970 shares of JPMorgan Active Value ETF worth $5.95M as of Q1 2026.
  • Perennial Investment Advisors bought 3,376 JPMorgan Active Value ETF shares in Q1 2026, an estimated $251K.
  • JPMorgan Active Value ETF made up 0.47% of Perennial Investment Advisors's portfolio in Q1 2026, its #43 holding.
  • Perennial Investment Advisors first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.