Aptus Capital Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Aptus Capital Advisors’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	$131K	Buy	1,652 +140	+9%	+$10.7K	﹤0.01%	1204
2026 Q1	$108K	Sell	1,512 -10	-0.7%	-$742	﹤0.01%	1134
2025 Q4	$109K	Sell	1,522 -24	-2%	-$1.68K	﹤0.01%	1159
2025 Q3	$107K	Hold	1,546	–	–	﹤0.01%	1109
2025 Q2	$101K	Buy	1,546 +100	+7%	+$6.24K	﹤0.01%	1069
2025 Q1	$91.9K	Buy	1,446 +810	+127%	+$52.6K	﹤0.01%	1029
2024 Q4	$40.3K	Hold	636	–	–	﹤0.01%	1137
2024 Q3	$40.7K	Buy	636 +50	+9%	+$3.07K	﹤0.01%	962
2024 Q2	$34.7K	Sell	586 -1,844	-76%	-$109K	﹤0.01%	932
2024 Q1	$146K	Buy	2,430 +2,330	+2,330%	+$132K	﹤0.01%	768
2023 Q4	$5.56K	Hold	100	–	–	﹤0.01%	829
2023 Q3	$5.13K	Buy	+100	New	+$5.34K	﹤0.01%	832

Other funds holding JAVA

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aptus Capital Advisors's JAVA Position: Q2 2026 in Review

Aptus Capital Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 9.3% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,652 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Aptus Capital Advisors first reported a position in JAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $146K in Q1 2024. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Aptus Capital Advisors held 1,652 shares of JPMorgan Active Value ETF worth $131K as of Q2 2026.
Aptus Capital Advisors bought 140 JPMorgan Active Value ETF shares in Q2 2026, an estimated $10.7K.
JPMorgan Active Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1204 holding.
Aptus Capital Advisors first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 12 quarters since.
Aptus Capital Advisors's JPMorgan Active Value ETF position peaked at $146K in Q1 2024.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.