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Farmers & Merchants Investments Inc’s JPMorgan Active Value ETF JAVA Stock Holding History

Farmers & Merchants Investments Inc’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 		$19K Hold
239
– – ﹤0.01% 620
2026
Q1 		$17.1K Hold
239
– – ﹤0.01% 623
2025
Q4 		$17.1K Hold
239
– – ﹤0.01% 596
2025
Q3 		$16.5K Hold
239
– – ﹤0.01% 604
2025
Q2 		$15.7K Hold
239
– – ﹤0.01% 604
2025
Q1 		$15.2K Sell
239
-161
-40% -$10.5K ﹤0.01% 603
2024
Q4 		$25.3K Buy
+400
New +$26.2K ﹤0.01% 536
2024
Q1 		– Sell
-10
Closed -$556 – 1759
2023
Q4 		$556 Buy
+10
New +$522 ﹤0.01% 1608

Other funds holding JAVA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Farmers & Merchants Investments Inc's JAVA Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 239 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Farmers & Merchants Investments Inc first reported a position in JAVA in Q4 2023 and has held it in 8 quarters since. The position peaked at $25.3K in Q4 2024. 173 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Farmers & Merchants Investments Inc held 239 shares of JPMorgan Active Value ETF worth $19K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
  • JPMorgan Active Value ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #620 holding.
  • Farmers & Merchants Investments Inc first reported a position in JPMorgan Active Value ETF in Q4 2023 and has held it in 8 quarters since.
  • Farmers & Merchants Investments Inc's JPMorgan Active Value ETF position peaked at $25.3K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.