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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return