Advisory Solutions Group’s JPMorgan Active Value ETF JAVA Stock Holding History

Advisory Solutions 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 Q3	$5.26M	Buy	+66,038	New	+$5.39M	1.12%	22

Other funds holding JAVA

Avior Wealth Management

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

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 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

Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

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

Advisory Solutions Group's JAVA Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in JPMorgan Active Value ETF (JAVA) in Q3 2026: 66,038 shares worth $5.26M. The stake represents 1.12% of the portfolio and ranks #22 among its holdings.

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

Advisory Solutions Group held 66,038 shares of JPMorgan Active Value ETF worth $5.26M as of Q3 2026.
JPMorgan Active Value ETF was a new Advisory Solutions Group position in Q3 2026.
JPMorgan Active Value ETF made up 1.12% of Advisory Solutions Group's portfolio in Q3 2026, its #22 holding.
38 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.