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StoneX Group’s JPMorgan Active Value ETF JAVA Stock Holding History

StoneX Group’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 		$227K Sell
3,158
-7,366
-70% -$547K 0.01% 697
2025
Q4 		$755K Sell
10,524
-13,179
-56% -$925K 0.03% 419
2025
Q3 		$1.63M Buy
23,703
+631
+3% +$42.4K 0.07% 230
2025
Q2 		$1.51M Buy
23,072
+834
+4% +$52.1K 0.07% 229
2025
Q1 		$1.41M Buy
22,238
+3,574
+19% +$232K 0.08% 225
2024
Q4 		$1.18M Buy
+18,664
New +$1.22M 0.06% 256

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

StoneX Group's JAVA Position: Q1 2026 in Review

StoneX Group reduced its JPMorgan Active Value ETF (JAVA) stake by 70% in Q1 2026, selling an estimated $547K and leaving 3,158 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #697.

StoneX Group first reported a position in JAVA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q3 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • StoneX Group held 3,158 shares of JPMorgan Active Value ETF worth $227K as of Q1 2026.
  • StoneX Group sold 7,366 JPMorgan Active Value ETF shares in Q1 2026, an estimated $547K.
  • JPMorgan Active Value ETF made up 0.01% of StoneX Group's portfolio in Q1 2026, its #697 holding.
  • StoneX Group first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 6 quarters since.
  • StoneX Group's JPMorgan Active Value ETF position peaked at $1.63M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.