Arkadios Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Arkadios Wealth 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	$5.72M	Buy	71,999 +1,627	+2%	+$124K	0.09%	237
2026 Q1	$5.05M	Buy	70,372 +9,117	+15%	+$677K	0.08%	260
2025 Q4	$4.39M	Buy	61,255 +7,037	+13%	+$494K	0.09%	251
2025 Q3	$3.74M	Buy	54,218 +6,187	+13%	+$415K	0.09%	236
2025 Q2	$3.15M	Buy	48,031 +15,396	+47%	+$961K	0.09%	233
2025 Q1	$2.07M	Buy	32,635 +4,997	+18%	+$324K	0.08%	275
2024 Q4	$1.75M	Sell	27,638 -6,725	-20%	-$441K	0.1%	203
2024 Q3	$2.2M	Sell	34,363 -1,302	-4%	-$80K	0.12%	170
2024 Q2	$2.11M	Buy	+35,665	New	+$2.1M	0.14%	157

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

Arkadios Wealth Advisors's JAVA Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 2.3% in Q2 2026, buying an estimated $124K and bringing the position to 71,999 shares worth $5.72M. The position accounts for 0.09% of the portfolio, ranked #237.

Arkadios Wealth Advisors first reported a position in JAVA in Q2 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Arkadios Wealth Advisors held 71,999 shares of JPMorgan Active Value ETF worth $5.72M as of Q2 2026.
Arkadios Wealth Advisors bought 1,627 JPMorgan Active Value ETF shares in Q2 2026, an estimated $124K.
JPMorgan Active Value ETF made up 0.09% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #237 holding.
Arkadios Wealth Advisors first reported a position in JPMorgan Active Value ETF in Q2 2024 and has held it in 9 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.