Crumly & Associates’s JPMorgan Active Value ETF JAVA Stock Holding History

Crumly & 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 Q3	$2.46M	Sell	30,801 -37	-0.1%	-$3.02K	0.44%	47
2026 Q2	$2.45M	Sell	30,838 -2,602	-8%	-$199K	0.47%	45
2026 Q1	$2.4M	Sell	33,440 -3,657	-10%	-$271K	0.5%	42
2025 Q4	$2.66M	Sell	37,097 -903	-2%	-$63.3K	0.56%	43
2025 Q3	$2.62M	Sell	38,000 -2,571	-6%	-$173K	0.57%	41
2025 Q2	$2.66M	Sell	40,571 -29,270	-42%	-$1.83M	0.65%	38
2025 Q1	$4.44M	Sell	69,841 -138,988	-67%	-$9.02M	1.23%	31
2024 Q4	$13.2M	Buy	208,829 +33,584	+19%	+$2.2M	3.6%	6
2024 Q3	$11.2M	Sell	175,245 -52,436	-23%	-$3.22M	3.1%	6
2024 Q2	$13.5M	Buy	227,681 +3,046	+1%	+$180K	3.88%	6
2024 Q1	$13.5M	Buy	224,635 +207,794	+1,234%	+$11.8M	3.54%	6
2023 Q4	$937K	Buy	+16,841	New	+$878K	0.27%	56

Other funds holding JAVA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Crumly & Associates's JAVA Position: Q3 2026 in Review

Crumly & Associates reduced its JPMorgan Active Value ETF (JAVA) stake by 0.12% in Q3 2026, selling an estimated $3.02K and leaving 30,801 shares worth $2.46M. The position accounts for 0.44% of the portfolio, ranked #47.

Crumly & Associates first reported a position in JAVA in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.5M in Q2 2024. 230 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Crumly & Associates held 30,801 shares of JPMorgan Active Value ETF worth $2.46M as of Q3 2026.
Crumly & Associates sold 37 JPMorgan Active Value ETF shares in Q3 2026, an estimated $3.02K.
JPMorgan Active Value ETF made up 0.44% of Crumly & Associates's portfolio in Q3 2026, its #47 holding.
Crumly & Associates first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 12 quarters since.
Crumly & Associates's JPMorgan Active Value ETF position peaked at $13.5M in Q2 2024.
230 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.