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Concurrent Investment Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Concurrent Investment 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 		$14.1M Buy
177,120
+11,112
+7% +$850K 0.12% 188
2026
Q1 		$11.9M Buy
166,008
+21,175
+15% +$1.57M 0.13% 169
2025
Q4 		$10.4M Buy
144,833
+76,470
+112% +$5.36M 0.12% 181
2025
Q3 		$4.71M Buy
68,363
+32,868
+93% +$2.21M 0.08% 255
2025
Q2 		$2.32M Buy
35,495
+29,898
+534% +$1.87M 0.04% 394
2025
Q1 		$355K Buy
5,597
+809
+17% +$52.5K 0.01% 849
2024
Q4 		$303K Buy
4,788
+1,463
+44% +$95.9K 0.01% 825
2024
Q3 		$213K Buy
+3,325
New +$204K 0.01% 922

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SC
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Concurrent Investment Advisors's JAVA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 6.7% in Q2 2026, buying an estimated $850K and bringing the position to 177,120 shares worth $14.1M. The position accounts for 0.12% of the portfolio, ranked #188.

Concurrent Investment Advisors first reported a position in JAVA in Q3 2024 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Concurrent Investment Advisors held 177,120 shares of JPMorgan Active Value ETF worth $14.1M as of Q2 2026.
  • Concurrent Investment Advisors bought 11,112 JPMorgan Active Value ETF shares in Q2 2026, an estimated $850K.
  • JPMorgan Active Value ETF made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #188 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan Active Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 127 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.