Sutton Place Investors’s JPMorgan Active Value ETF JAVA Stock Holding History

Sutton Place Investors’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	$924K	Sell	12,872 -463	-3%	-$34.4K	0.51%	54
2025 Q4	$956K	Buy	13,335 +49	+0.4%	+$3.44K	0.53%	51
2025 Q3	$916K	Buy	13,286 +651	+5%	+$43.7K	0.52%	49
2025 Q2	$828K	Sell	12,635 -537	-4%	-$33.5K	0.5%	52
2025 Q1	$837K	Buy	13,172 +144	+1%	+$9.35K	0.56%	43
2024 Q4	$825K	Buy	13,028 +1,263	+11%	+$82.8K	0.48%	55
2024 Q3	$754K	Buy	11,765 +1,735	+17%	+$107K	0.46%	56
2024 Q2	$594K	Buy	10,030 +3,458	+53%	+$204K	0.4%	61
2024 Q1	$394K	Buy	6,572 +1,181	+22%	+$67K	0.19%	117
2023 Q4	$300K	Buy	5,391 +403	+8%	+$21K	0.22%	104
2023 Q3	$256K	Buy	4,988 +420	+9%	+$22.4K	0.33%	62
2023 Q2	$243K	Buy	4,568 +349	+8%	+$18.1K	0.34%	57
2023 Q1	$217K	Buy	+4,219	New	+$220K	0.29%	56

Other funds holding JAVA

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Place Investors's JAVA Position: Q1 2026 in Review

Sutton Place Investors reduced its JPMorgan Active Value ETF (JAVA) stake by 3.5% in Q1 2026, selling an estimated $34.4K and leaving 12,872 shares worth $924K. The position accounts for 0.51% of the portfolio, ranked #54.

Sutton Place Investors first reported a position in JAVA in Q1 2023 and has held it in 13 quarters since. The position peaked at $956K in Q4 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Sutton Place Investors held 12,872 shares of JPMorgan Active Value ETF worth $924K as of Q1 2026.
Sutton Place Investors sold 463 JPMorgan Active Value ETF shares in Q1 2026, an estimated $34.4K.
JPMorgan Active Value ETF made up 0.51% of Sutton Place Investors's portfolio in Q1 2026, its #54 holding.
Sutton Place Investors first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 13 quarters since.
Sutton Place Investors's JPMorgan Active Value ETF position peaked at $956K in Q4 2025.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.