WA
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Waverly Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Waverly Advisors’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 		– Sell
-4,429
Closed -$318K – 1794
2026
Q1 		$318K Buy
+4,429
New +$329K ﹤0.01% 1277

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

Waverly Advisors's JAVA Position: Q2 2026 in Review

Waverly Advisors sold out of JPMorgan Active Value ETF (JAVA) in Q2 2026, closing a stake of 4,429 shares — an estimated $318K sold.

Waverly Advisors first reported a position in JAVA in Q1 2026 and held it in 1 quarter. The position peaked at $318K in Q1 2026. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Waverly Advisors reported no remaining JPMorgan Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 4,429 JPMorgan Active Value ETF shares in Q2 2026, an estimated $318K.
  • Waverly Advisors first reported a position in JPMorgan Active Value ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's JPMorgan Active Value ETF position peaked at $318K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.