Truist Financial
JAVA icon

Truist Financial’s JPMorgan Active Value ETF JAVA Stock Holding History

Truist 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
Q2 		$446K Buy
5,619
+1,020
+22% +$78K ﹤0.01% 2275
2026
Q1 		$330K Buy
4,599
+115
+3% +$8.53K ﹤0.01% 2336
2025
Q4 		$322K Buy
+4,484
New +$315K ﹤0.01% 2285
2023
Q2 		– Sell
-4,098
Closed -$211K – 2623
2023
Q1 		$211K Buy
4,098
+159
+4% +$8.3K ﹤0.01% 2404
2022
Q4 		$202K Buy
+3,939
New +$200K ﹤0.01% 2410

Other funds holding JAVA

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial's JAVA Position: Q2 2026 in Review

Truist Financial increased its JPMorgan Active Value ETF (JAVA) stake by 22% in Q2 2026, buying an estimated $78K and bringing the position to 5,619 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Truist Financial first reported a position in JAVA in Q4 2022 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Truist Financial held 5,619 shares of JPMorgan Active Value ETF worth $446K as of Q2 2026.
  • Truist Financial bought 1,020 JPMorgan Active Value ETF shares in Q2 2026, an estimated $78K.
  • JPMorgan Active Value ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2275 holding.
  • Truist Financial first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.