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 Q2	$1.86M	Buy	23,395 +1,090	+5%	+$83.4K	0.29%	58
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 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

Atlanta Consulting Group Advisors's JAVA Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 4.9% in Q2 2026, buying an estimated $83.4K and bringing the position to 23,395 shares worth $1.86M. The position accounts for 0.29% of the portfolio, ranked #58.

Atlanta Consulting Group Advisors first reported a position in JAVA in Q1 2024 and has held it in 10 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Atlanta Consulting Group Advisors held 23,395 shares of JPMorgan Active Value ETF worth $1.86M as of Q2 2026.
Atlanta Consulting Group Advisors bought 1,090 JPMorgan Active Value ETF shares in Q2 2026, an estimated $83.4K.
JPMorgan Active Value ETF made up 0.29% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #58 holding.
Atlanta Consulting Group Advisors first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 10 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.