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BOLTON SECURITIES CORPORATION’s JPMorgan Active Value ETF JAVA Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.79K Buy
+25
New +$1.86K ﹤0.01% 1896
2025
Q3 		$1.72K Buy
+25
New +$1.68K ﹤0.01% 1841

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JAVA Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in JPMorgan Active Value ETF (JAVA) in Q1 2026: 25 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #1896 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in JAVA as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in JAVA in Q3 2025 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 25 shares of JPMorgan Active Value ETF worth $1.79K as of Q1 2026.
  • JPMorgan Active Value ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1896 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in JPMorgan Active Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.