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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

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 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. 127 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.
  • 127 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.