Seven Hills Financial, LLC’s JPMorgan Active Value ETF JAVA Stock Holding History

Seven Hills Financial, LLC’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 Q3	$7.87M	Buy	+98,692	New	+$8.06M	4.75%	6

Other funds holding JAVA

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Seven Hills Financial, LLC's JAVA Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in JPMorgan Active Value ETF (JAVA) in Q3 2026: 98,692 shares worth $7.87M. The stake represents 4.75% of the portfolio and ranks #6 among its holdings.

24 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Seven Hills Financial, LLC held 98,692 shares of JPMorgan Active Value ETF worth $7.87M as of Q3 2026.
JPMorgan Active Value ETF was a new Seven Hills Financial, LLC position in Q3 2026.
JPMorgan Active Value ETF made up 4.75% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #6 holding.
24 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.