Bill Few Associates’s JPMorgan Active Value ETF JAVA Stock Holding History

Bill Few Associates’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	$1.04M	Buy	13,108 +947	+8%	+$72.4K	0.22%	89
2026 Q1	$873K	Buy	12,161 +1,302	+12%	+$96.6K	0.21%	90
2025 Q4	$779K	Buy	10,859 +2,731	+34%	+$192K	0.19%	91
2025 Q3	$561K	Buy	8,128 +1,179	+17%	+$79.1K	0.14%	108
2025 Q2	$455K	Buy	+6,949	New	+$434K	0.13%	115

Other funds holding JAVA

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bill Few Associates's JAVA Position: Q2 2026 in Review

Bill Few Associates increased its JPMorgan Active Value ETF (JAVA) stake by 7.8% in Q2 2026, buying an estimated $72.4K and bringing the position to 13,108 shares worth $1.04M. The position accounts for 0.22% of the portfolio, ranked #89.

Bill Few Associates first reported a position in JAVA in Q2 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Bill Few Associates held 13,108 shares of JPMorgan Active Value ETF worth $1.04M as of Q2 2026.
Bill Few Associates bought 947 JPMorgan Active Value ETF shares in Q2 2026, an estimated $72.4K.
JPMorgan Active Value ETF made up 0.22% of Bill Few Associates's portfolio in Q2 2026, its #89 holding.
Bill Few Associates first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 5 quarters since.
47 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.