Atomi Financial Group’s JPMorgan Active Value ETF JAVA Stock Holding History

Atomi Financial Group’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	$723K	Sell	9,108 -3,848	-30%	-$294K	0.02%	613
2026 Q1	$930K	Sell	12,956 -1,447	-10%	-$107K	0.03%	462
2025 Q4	$1.03M	Sell	14,403 -891	-6%	-$62.5K	0.03%	400
2025 Q3	$1.05M	Sell	15,294 -8,688	-36%	-$583K	0.03%	359
2025 Q2	$1.57M	Buy	+23,982	New	+$1.5M	0.06%	231

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

Atomi Financial Group's JAVA Position: Q2 2026 in Review

Atomi Financial Group reduced its JPMorgan Active Value ETF (JAVA) stake by 30% in Q2 2026, selling an estimated $294K and leaving 9,108 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #613.

Atomi Financial Group first reported a position in JAVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q2 2025. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Atomi Financial Group held 9,108 shares of JPMorgan Active Value ETF worth $723K as of Q2 2026.
Atomi Financial Group sold 3,848 JPMorgan Active Value ETF shares in Q2 2026, an estimated $294K.
JPMorgan Active Value ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #613 holding.
Atomi Financial Group first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 5 quarters since.
Atomi Financial Group's JPMorgan Active Value ETF position peaked at $1.57M in Q2 2025.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.