ACGA
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Atlanta Consulting Group Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Atlanta Consulting Group 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 		$1.6M Buy
22,305
+207
+0.9% +$15.4K 0.34% 44
2025
Q4 		$1.58M Buy
22,098
+2,370
+12% +$166K 0.36% 39
2025
Q3 		$1.36M Buy
19,728
+3,804
+24% +$255K 0.33% 43
2025
Q2 		$1.04M Buy
15,924
+1,654
+12% +$103K 0.29% 44
2025
Q1 		$907K Buy
14,270
+6,268
+78% +$407K 0.26% 45
2024
Q4 		$507K Hold
8,002
– – 0.19% 73
2024
Q3 		$513K Hold
8,002
– – 0.13% 129
2024
Q2 		$474K Hold
8,002
– – 0.1% 76
2024
Q1 		$479K Buy
+8,002
New +$454K 0.17% 75

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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 $431B 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 $528B AUM 27.57% 1-Year Est. Return