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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
Q3 		$594K Hold
7,360
– – 0.01% 475
2026
Q2 		$592K Hold
7,360
– – 0.01% 446
2026
Q1 		$556K Buy
+7,360
New +$546K 0.01% 446

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Apella Capital's JAVA Position: Q3 2026 in Review

Apella Capital held its JPMorgan Active Value ETF (JAVA) position steady in Q3 2026 at 7,360 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #475.

Apella Capital first reported a position in JAVA in Q1 2026 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Apella Capital held 7,360 shares of JPMorgan Active Value ETF worth $594K as of Q3 2026.
  • Apella Capital left its JPMorgan Active Value ETF share count unchanged in Q3 2026.
  • JPMorgan Active Value ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #475 holding.
  • Apella Capital first reported a position in JPMorgan Active Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.