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Apollon Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Apollon Wealth Management’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 		$271K Buy
3,409
+309
+10% +$23.6K ﹤0.01% 1332
2026
Q1 		$222K Hold
3,100
– – ﹤0.01% 1266
2025
Q4 		$222K Hold
3,100
– – ﹤0.01% 1190
2025
Q3 		$214K Hold
3,100
– – ﹤0.01% 1203
2025
Q2 		$203K Buy
+3,100
New +$194K ﹤0.01% 1172

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

Apollon Wealth Management's JAVA Position: Q2 2026 in Review

Apollon Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 10% in Q2 2026, buying an estimated $23.6K and bringing the position to 3,409 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Apollon Wealth Management first reported a position in JAVA in Q2 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Apollon Wealth Management held 3,409 shares of JPMorgan Active Value ETF worth $271K as of Q2 2026.
  • Apollon Wealth Management bought 309 JPMorgan Active Value ETF shares in Q2 2026, an estimated $23.6K.
  • JPMorgan Active Value ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1332 holding.
  • Apollon Wealth Management first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.