AmeriFlex Group’s JPMorgan Active Value ETF JAVA Stock Holding History

AmeriFlex 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
2025 Q3	–	Sell	-315	Closed	-$20.5K	–	1220
2025 Q2	$20.5K	Buy	315 +1	+0.3%	+$62	0.01%	566
2025 Q1	$20K	Buy	314 +1	+0.3%	+$65	0.01%	687
2024 Q4	$20.7K	Buy	+313	New	+$20.5K	0.01%	617

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

AmeriFlex Group's JAVA Position: Q3 2025 in Review

AmeriFlex Group sold out of JPMorgan Active Value ETF (JAVA) in Q3 2025, closing a stake of 315 shares — an estimated $20.5K sold.

AmeriFlex Group first reported a position in JAVA in Q4 2024 and held it in 3 quarters. The position peaked at $20.7K in Q4 2024. 222 funds tracked by Wall St. Rank hold JAVA as of Q3 2025.

AmeriFlex Group reported no remaining JPMorgan Active Value ETF position as of Q3 2025 after selling out during the quarter.
AmeriFlex Group sold 315 JPMorgan Active Value ETF shares in Q3 2025, an estimated $20.5K.
AmeriFlex Group first reported a position in JPMorgan Active Value ETF in Q4 2024 and held it in 3 quarters.
AmeriFlex Group's JPMorgan Active Value ETF position peaked at $20.7K in Q4 2024.
222 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.