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Stone House Investment Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Stone House Investment Management’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 		– Sell
-64
Closed -$4.61K – 1115
2025
Q4 		$4.61K Buy
+64
New +$4.49K ﹤0.01% 447

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

Stone House Investment Management's JAVA Position: Q1 2026 in Review

Stone House Investment Management sold out of JPMorgan Active Value ETF (JAVA) in Q1 2026, closing a stake of 64 shares — an estimated $4.61K sold.

Stone House Investment Management first reported a position in JAVA in Q4 2025 and held it in 1 quarter. The position peaked at $4.61K in Q4 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • Stone House Investment Management reported no remaining JPMorgan Active Value ETF position as of Q1 2026 after selling out during the quarter.
  • Stone House Investment Management sold 64 JPMorgan Active Value ETF shares in Q1 2026, an estimated $4.61K.
  • Stone House Investment Management first reported a position in JPMorgan Active Value ETF in Q4 2025 and held it in 1 quarter.
  • Stone House Investment Management's JPMorgan Active Value ETF position peaked at $4.61K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.