Financial Advocates Investment Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-45,433	Closed	-$2.98M	–	337
2025 Q2	$2.98M	Buy	+45,433	New	+$2.84M	0.24%	95
2023 Q4	–	Sell	-3,979	Closed	-$204K	–	761
2023 Q3	$204K	Sell	3,979 -110	-3%	-$5.87K	0.01%	652
2023 Q2	$217K	Buy	4,089 +2	+0%	+$104	0.02%	626
2023 Q1	$210K	Buy	+4,087	New	+$213K	0.02%	670

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Financial Advocates Investment Management's JAVA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of JPMorgan Active Value ETF (JAVA) in Q3 2025, closing a stake of 45,433 shares — an estimated $2.98M sold.

Financial Advocates Investment Management first reported a position in JAVA in Q1 2023 and held it in 4 quarters. The position peaked at $2.98M in Q2 2025. 222 funds tracked by Wall St. Rank hold JAVA as of Q3 2025.

Financial Advocates Investment Management reported no remaining JPMorgan Active Value ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 45,433 JPMorgan Active Value ETF shares in Q3 2025, an estimated $2.98M.
Financial Advocates Investment Management first reported a position in JPMorgan Active Value ETF in Q1 2023 and held it in 4 quarters.
Financial Advocates Investment Management's JPMorgan Active Value ETF position peaked at $2.98M in Q2 2025.
222 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.