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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
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

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
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
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Crumly & Associates's JAVA Position: Q2 2026 in Review

Crumly & Associates reduced its JPMorgan Active Value ETF (JAVA) stake by 7.8% in Q2 2026, selling an estimated $199K and leaving 30,838 shares worth $2.45M. The position accounts for 0.47% of the portfolio, ranked #45.

Crumly & Associates first reported a position in JAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.5M in Q2 2024. 81 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Crumly & Associates held 30,838 shares of JPMorgan Active Value ETF worth $2.45M as of Q2 2026.
  • Crumly & Associates sold 2,602 JPMorgan Active Value ETF shares in Q2 2026, an estimated $199K.
  • JPMorgan Active Value ETF made up 0.47% of Crumly & Associates's portfolio in Q2 2026, its #45 holding.
  • Crumly & Associates first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Crumly & Associates's JPMorgan Active Value ETF position peaked at $13.5M in Q2 2024.
  • 81 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.