UBS Group
JAVA icon

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

UBS 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 		$22.1M Sell
307,671
-448,189
-59% -$33.3M ﹤0.01% 2482
2025
Q4 		$54.2M Buy
755,860
+2,260
+0.3% +$159K 0.01% 1536
2025
Q3 		$52M Buy
753,600
+8,897
+1% +$597K 0.01% 1578
2025
Q2 		$48.8M Buy
744,703
+14,017
+2% +$875K 0.01% 1548
2025
Q1 		$46.4M Buy
730,686
+98,792
+16% +$6.41M 0.01% 1544
2024
Q4 		$40M Buy
631,894
+18,442
+3% +$1.21M 0.01% 1654
2024
Q3 		$39.3M Buy
613,452
+10,033
+2% +$617K 0.01% 1325
2024
Q2 		$35.8M Buy
603,419
+21,653
+4% +$1.28M 0.01% 1260
2024
Q1 		$34.8M Buy
581,766
+370,898
+176% +$21M 0.01% 1285
2023
Q4 		$11.7M Buy
210,868
+16,004
+8% +$835K ﹤0.01% 1967
2023
Q3 		$9.99M Buy
194,864
+132,147
+211% +$7.05M ﹤0.01% 1981
2023
Q2 		$3.33M Buy
62,717
+41,851
+201% +$2.17M ﹤0.01% 2996
2023
Q1 		$1.07M Buy
+20,866
New +$1.09M ﹤0.01% 4043

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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 $431B 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 $528B AUM 27.57% 1-Year Est. Return