Arlington Financial Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Arlington Financial 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	$29.7M	Buy	374,162 +5,846	+2%	+$447K	3.77%	10
2026 Q1	$26.4M	Buy	368,316 +5,863	+2%	+$435K	3.76%	10
2025 Q4	$26M	Buy	362,453 +10,481	+3%	+$735K	3.72%	9
2025 Q3	$24.3M	Buy	351,972 +17,328	+5%	+$1.16M	3.57%	10
2025 Q2	$21.9M	Buy	334,644 +23,455	+8%	+$1.46M	3.59%	10
2025 Q1	$19.8M	Buy	311,189 +47,986	+18%	+$3.12M	3.48%	10
2024 Q4	$16.7M	Buy	263,203 +2,880	+1%	+$189K	3.31%	10
2024 Q3	$16.7M	Buy	260,323 +3,915	+2%	+$241K	3.43%	9
2024 Q2	$15.2M	Sell	256,408 -705	-0.3%	-$41.6K	3.33%	9
2024 Q1	$15.4M	Buy	257,113 +6,058	+2%	+$344K	3.38%	9
2023 Q4	$14M	Buy	251,055 +6,145	+3%	+$320K	4.17%	6
2023 Q3	$12.6M	Buy	+244,910	New	+$13.1M	4.45%	7

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

Arlington Financial Advisors's JAVA Position: Q2 2026 in Review

Arlington Financial Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 1.6% in Q2 2026, buying an estimated $447K and bringing the position to 374,162 shares worth $29.7M. The position accounts for 3.77% of the portfolio, ranked #10.

Arlington Financial Advisors first reported a position in JAVA in Q3 2023 and has held it in 12 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Arlington Financial Advisors held 374,162 shares of JPMorgan Active Value ETF worth $29.7M as of Q2 2026.
Arlington Financial Advisors bought 5,846 JPMorgan Active Value ETF shares in Q2 2026, an estimated $447K.
JPMorgan Active Value ETF made up 3.77% of Arlington Financial Advisors's portfolio in Q2 2026, its #10 holding.
Arlington Financial Advisors first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 12 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.