Farther Finance Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Farther Finance 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 Q3	$1.66M	Sell	20,875 -1,547	-7%	-$126K	0.01%	857
2026 Q2	$1.78M	Buy	22,422 +15,908	+244%	+$1.22M	0.01%	806
2026 Q1	$469K	Sell	6,514 -436	-6%	-$32.4K	﹤0.01%	1441
2025 Q4	$498K	Sell	6,950 -1,201	-15%	-$84.3K	0.01%	1310
2025 Q3	$562K	Sell	8,151 -1,772	-18%	-$119K	0.01%	1017
2025 Q2	$650K	Sell	9,923 -920	-8%	-$57.4K	0.01%	784
2025 Q1	$688K	Buy	10,843 +2,613	+32%	+$170K	0.02%	646
2024 Q4	$521K	Sell	8,230 -1,522	-16%	-$99.8K	0.02%	564
2024 Q3	$625K	Buy	9,752 +3,052	+46%	+$188K	0.02%	511
2024 Q2	$394K	Sell	6,700 -370	-5%	-$21.8K	0.02%	572
2024 Q1	$422K	Sell	7,070 -494	-7%	-$28K	0.03%	439
2023 Q4	$421K	Buy	7,564 +199	+3%	+$10.4K	0.03%	387
2023 Q3	$378K	Buy	7,365 +379	+5%	+$20.2K	0.06%	250
2023 Q2	$371K	Sell	6,986 -381	-5%	-$19.7K	0.08%	205
2023 Q1	$379K	Buy	+7,367	New	+$385K	0.11%	170

Other funds holding JAVA

AWM

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

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

SHFL

Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors's JAVA Position: Q3 2026 in Review

Farther Finance Advisors reduced its JPMorgan Active Value ETF (JAVA) stake by 6.9% in Q3 2026, selling an estimated $126K and leaving 20,875 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #857.

Farther Finance Advisors first reported a position in JAVA in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.78M in Q2 2026. 25 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Farther Finance Advisors held 20,875 shares of JPMorgan Active Value ETF worth $1.66M as of Q3 2026.
Farther Finance Advisors sold 1,547 JPMorgan Active Value ETF shares in Q3 2026, an estimated $126K.
JPMorgan Active Value ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #857 holding.
Farther Finance Advisors first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 15 quarters since.
Farther Finance Advisors's JPMorgan Active Value ETF position peaked at $1.78M in Q2 2026.
25 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.