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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
Q2 		$270K Buy
3,400
+242
+8% +$18.5K 0.01% 892
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 $1.81T 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

StoneX Group's JAVA Position: Q2 2026 in Review

StoneX Group increased its JPMorgan Active Value ETF (JAVA) stake by 7.7% in Q2 2026, buying an estimated $18.5K and bringing the position to 3,400 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #892.

StoneX Group first reported a position in JAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q3 2025. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • StoneX Group held 3,400 shares of JPMorgan Active Value ETF worth $270K as of Q2 2026.
  • StoneX Group bought 242 JPMorgan Active Value ETF shares in Q2 2026, an estimated $18.5K.
  • JPMorgan Active Value ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #892 holding.
  • StoneX Group first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 7 quarters since.
  • StoneX Group's JPMorgan Active Value ETF position peaked at $1.63M in Q3 2025.
  • 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.