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Signature Estate & Investment Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Signature Estate & 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
Q2 		– Sell
-8,653
Closed -$621K – 697
2026
Q1 		$621K Sell
8,653
-38
-0.4% -$2.82K 0.01% 373
2025
Q4 		$623K Sell
8,691
-91
-1% -$6.38K 0.01% 348
2025
Q3 		$606K Sell
8,782
-31
-0.4% -$2.08K 0.01% 350
2025
Q2 		$577K Buy
+8,813
New +$550K 0.01% 338

Other funds holding JAVA

LPL Financial
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Signature Estate & Investment Advisors's JAVA Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of JPMorgan Active Value ETF (JAVA) in Q2 2026, closing a stake of 8,653 shares — an estimated $621K sold.

Signature Estate & Investment Advisors first reported a position in JAVA in Q2 2025 and held it in 4 quarters. The position peaked at $623K in Q4 2025. 173 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Signature Estate & Investment Advisors reported no remaining JPMorgan Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 8,653 JPMorgan Active Value ETF shares in Q2 2026, an estimated $621K.
  • Signature Estate & Investment Advisors first reported a position in JPMorgan Active Value ETF in Q2 2025 and held it in 4 quarters.
  • Signature Estate & Investment Advisors's JPMorgan Active Value ETF position peaked at $623K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.