Verity Asset Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Verity Asset Management’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	$853K	Buy	10,743 +514	+5%	+$39.3K	0.32%	90
2026 Q1	$734K	Buy	10,229 +430	+4%	+$31.9K	0.31%	91
2025 Q4	$703K	Buy	9,799 +589	+6%	+$41.3K	0.3%	89
2025 Q3	$635K	Buy	+9,210	New	+$618K	0.21%	110

Other funds holding JAVA

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Verity Asset Management's JAVA Position: Q2 2026 in Review

Verity Asset Management increased its JPMorgan Active Value ETF (JAVA) stake by 5% in Q2 2026, buying an estimated $39.3K and bringing the position to 10,743 shares worth $853K. The position accounts for 0.32% of the portfolio, ranked #90.

Verity Asset Management first reported a position in JAVA in Q3 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Verity Asset Management held 10,743 shares of JPMorgan Active Value ETF worth $853K as of Q2 2026.
Verity Asset Management bought 514 JPMorgan Active Value ETF shares in Q2 2026, an estimated $39.3K.
JPMorgan Active Value ETF made up 0.32% of Verity Asset Management's portfolio in Q2 2026, its #90 holding.
Verity Asset Management first reported a position in JPMorgan Active Value ETF in Q3 2025 and has held it in 4 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Verity Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.