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Apella Capital’s JPMorgan Active Value ETF JAVA Stock Holding History

Apella Capital’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 		$592K Hold
7,360
– – 0.01% 446
2026
Q1 		$556K Buy
+7,360
New +$546K 0.01% 446

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

Apella Capital's JAVA Position: Q2 2026 in Review

Apella Capital held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 7,360 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #446.

Apella Capital first reported a position in JAVA in Q1 2026 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Apella Capital held 7,360 shares of JPMorgan Active Value ETF worth $592K as of Q2 2026.
  • Apella Capital left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
  • JPMorgan Active Value ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #446 holding.
  • Apella Capital first reported a position in JPMorgan Active Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.