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Steward Partners Investment Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History

Steward Partners Investment 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
Q1 		$634K Buy
8,843
+3,013
+52% +$224K ﹤0.01% 1396
2025
Q4 		$418K Buy
5,830
+2,720
+87% +$191K ﹤0.01% 1527
2025
Q3 		$214K Buy
3,110
+406
+15% +$27.2K ﹤0.01% 1836
2025
Q2 		$177K Sell
2,704
-77
-3% -$4.81K ﹤0.01% 1811
2025
Q1 		$177K Buy
2,781
+689
+33% +$44.7K ﹤0.01% 1713
2024
Q4 		$132K Buy
2,092
+515
+33% +$33.8K ﹤0.01% 1834
2024
Q3 		$101K Sell
1,577
-82
-5% -$5.04K ﹤0.01% 1868
2024
Q2 		$98.3K Buy
1,659
+1,030
+164% +$60.8K ﹤0.01% 1786
2024
Q1 		$37.7K Sell
629
-3,480
-85% -$197K ﹤0.01% 2241
2023
Q4 		$229K Buy
4,109
+3,486
+560% +$182K ﹤0.01% 1323
2023
Q3 		$31.9K Hold
623
– – ﹤0.01% 2110
2023
Q2 		$33.1K Sell
623
-5,383
-90% -$279K ﹤0.01% 2055
2023
Q1 		$309K Buy
6,006
+1,123
+23% +$58.6K ﹤0.01% 1098
2022
Q4 		$250K Buy
+4,883
New +$247K ﹤0.01% 1150

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

Steward Partners Investment Advisory's JAVA Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Active Value ETF (JAVA) stake by 52% in Q1 2026, buying an estimated $224K and bringing the position to 8,843 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Steward Partners Investment Advisory first reported a position in JAVA in Q4 2022 and has held it in 14 quarters since. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Steward Partners Investment Advisory held 8,843 shares of JPMorgan Active Value ETF worth $634K as of Q1 2026.
  • Steward Partners Investment Advisory bought 3,013 JPMorgan Active Value ETF shares in Q1 2026, an estimated $224K.
  • JPMorgan Active Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1396 holding.
  • Steward Partners Investment Advisory first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.