Avantax Advisory Services’s JPMorgan Active Value ETF JAVA Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.22M	Buy	18,660 +6,202	+50%	+$387K	0.01%	1042
2025 Q1	$792K	Sell	12,458 -3,790	-23%	-$246K	﹤0.01%	1209
2024 Q4	$1.03M	Sell	16,248 -3,733	-19%	-$245K	0.01%	1024
2024 Q3	$1.28M	Buy	19,981 +212	+1%	+$13K	0.01%	902
2024 Q2	$1.17M	Buy	19,769 +1,951	+11%	+$115K	0.01%	902
2024 Q1	$1.07M	Buy	17,818 +341	+2%	+$19.4K	0.01%	721
2023 Q4	$972K	Buy	17,477 +3,801	+28%	+$198K	0.01%	725
2023 Q3	$701K	Buy	13,676 +379	+3%	+$20.2K	0.01%	810
2023 Q2	$707K	Buy	+13,297	New	+$688K	0.01%	807

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Avantax Advisory Services's JAVA Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan Active Value ETF (JAVA) stake by 50% in Q2 2025, buying an estimated $387K and bringing the position to 18,660 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1042.

Avantax Advisory Services first reported a position in JAVA in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.28M in Q3 2024. 227 funds tracked by Wall St. Rank hold JAVA as of Q2 2025.

Avantax Advisory Services held 18,660 shares of JPMorgan Active Value ETF worth $1.22M as of Q2 2025.
Avantax Advisory Services bought 6,202 JPMorgan Active Value ETF shares in Q2 2025, an estimated $387K.
JPMorgan Active Value ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1042 holding.
Avantax Advisory Services first reported a position in JPMorgan Active Value ETF in Q2 2023 and has held it in 9 quarters since.
Avantax Advisory Services's JPMorgan Active Value ETF position peaked at $1.28M in Q3 2024.
227 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.