Aptus Capital Advisors
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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
Q3 		$133K Buy
1,663
+11
+0.7% +$898 ﹤0.01% 1195
2026
Q2 		$131K Buy
1,652
+140
+9% +$10.7K ﹤0.01% 1203
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% 1028
2024
Q4 		$40.3K Hold
636
– – ﹤0.01% 1137
2024
Q3 		$40.7K Buy
636
+50
+9% +$3.07K ﹤0.01% 964
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 $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Aptus Capital Advisors's JAVA Position: Q3 2026 in Review

Aptus Capital Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 0.67% in Q3 2026, buying an estimated $898 and bringing the position to 1,663 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Aptus Capital Advisors first reported a position in JAVA in Q3 2023 and has held it in 13 quarters since. The position peaked at $146K in Q1 2024. 267 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Aptus Capital Advisors held 1,663 shares of JPMorgan Active Value ETF worth $133K as of Q3 2026.
  • Aptus Capital Advisors bought 11 JPMorgan Active Value ETF shares in Q3 2026, an estimated $898.
  • JPMorgan Active Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1195 holding.
  • Aptus Capital Advisors first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 13 quarters since.
  • Aptus Capital Advisors's JPMorgan Active Value ETF position peaked at $146K in Q1 2024.
  • 267 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.