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Principal Securities’s JPMorgan Active Value ETF JAVA Stock Holding History

Principal Securities’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 		– Sell
-937
Closed -$64.6K – 2483
2025
Q3 		$64.6K Buy
937
+16
+2% +$1.07K ﹤0.01% 1824
2025
Q2 		$60.3K Buy
921
+546
+146% +$34.1K ﹤0.01% 1780
2025
Q1 		$23.7K Hold
375
– – ﹤0.01% 2112
2024
Q4 		$23.7K Buy
375
+100
+36% +$6.55K ﹤0.01% 2107
2024
Q3 		$17.6K Buy
+275
New +$16.9K ﹤0.01% 2186

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities's JAVA Position: Q4 2025 in Review

Principal Securities sold out of JPMorgan Active Value ETF (JAVA) in Q4 2025, closing a stake of 937 shares — an estimated $64.6K sold.

Principal Securities first reported a position in JAVA in Q3 2024 and held it in 5 quarters. The position peaked at $64.6K in Q3 2025. 252 funds tracked by Wall St. Rank hold JAVA as of Q4 2025.

  • Principal Securities reported no remaining JPMorgan Active Value ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 937 JPMorgan Active Value ETF shares in Q4 2025, an estimated $64.6K.
  • Principal Securities first reported a position in JPMorgan Active Value ETF in Q3 2024 and held it in 5 quarters.
  • Principal Securities's JPMorgan Active Value ETF position peaked at $64.6K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.