Stifel Financial
JAVA icon

Stifel Financial’s JPMorgan Active Value ETF JAVA Stock Holding History

Stifel Financial’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 		$31.3M Buy
394,605
+221
+0.1% +$16.9K 0.03% 518
2026
Q1 		$28.3M Sell
394,384
-30,876
-7% -$2.29M 0.03% 505
2025
Q4 		$30.5M Buy
425,260
+52,050
+14% +$3.65M 0.03% 496
2025
Q3 		$25.7M Buy
373,210
+140,901
+61% +$9.46M 0.02% 538
2025
Q2 		$15.2M Buy
232,309
+18,141
+8% +$1.13M 0.01% 712
2025
Q1 		$13.6M Buy
214,168
+36,553
+21% +$2.37M 0.01% 720
2024
Q4 		$11.2M Buy
177,615
+8,552
+5% +$561K 0.01% 806
2024
Q3 		$10.8M Buy
169,063
+7,832
+5% +$481K 0.01% 823
2024
Q2 		$9.55M Sell
161,231
-189,897
-54% -$11.2M 0.01% 825
2024
Q1 		$21M Buy
351,128
+14,076
+4% +$799K 0.02% 533
2023
Q4 		$18.7M Buy
337,052
+53,022
+19% +$2.77M 0.02% 531
2023
Q3 		$14.6M Buy
284,030
+153,163
+117% +$8.17M 0.02% 579
2023
Q2 		$6.96M Buy
130,867
+3,691
+3% +$191K 0.01% 872
2023
Q1 		$6.55M Buy
127,176
+9,177
+8% +$479K 0.01% 873
2022
Q4 		$6.05M Buy
+117,999
New +$5.98M 0.01% 882

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial's JAVA Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan Active Value ETF (JAVA) stake by 0.06% in Q2 2026, buying an estimated $16.9K and bringing the position to 394,605 shares worth $31.3M. The position accounts for 0.03% of the portfolio, ranked #518.

Stifel Financial first reported a position in JAVA in Q4 2022 and has held it in 15 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Stifel Financial held 394,605 shares of JPMorgan Active Value ETF worth $31.3M as of Q2 2026.
  • Stifel Financial bought 221 JPMorgan Active Value ETF shares in Q2 2026, an estimated $16.9K.
  • JPMorgan Active Value ETF made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #518 holding.
  • Stifel Financial first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.