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
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 $1.47T 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 $376B 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 $431B 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 $528B AUM 27.57% 1-Year Est. Return