Financial Connections Group’s JPMorgan Active Value ETF JAVA Stock Holding History

Financial Connections Group’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 Q1	$528K	Hold	7,360	–	–	0.18%	45
2025 Q4	$527K	Hold	7,360	–	–	0.18%	48
2025 Q3	$507K	Sell	7,360 -77	-1%	-$5.17K	0.2%	46
2025 Q2	$487K	Sell	7,437 -2,949	-28%	-$184K	0.2%	43
2025 Q1	$621K	Buy	10,386 +2,311	+29%	+$150K	0.28%	36
2024 Q4	$511K	Sell	8,075 -16	-0.2%	-$1.05K	0.25%	35
2024 Q3	$518K	Sell	8,091 -66	-0.8%	-$4.06K	0.25%	34
2024 Q2	$483K	Sell	8,157 -1,270	-13%	-$74.9K	0.25%	35
2024 Q1	$565K	Sell	9,427 -11,969	-56%	-$679K	0.62%	19
2023 Q4	$1.19M	Sell	21,396 -10,558	-33%	-$551K	0.77%	26
2023 Q3	$1.64M	Sell	31,954 -196,105	-86%	-$10.5M	2.02%	14
2023 Q2	$12.1M	Sell	228,059 -58,993	-21%	-$3.05M	7.95%	1
2023 Q1	$14.8M	Buy	287,052 +16,841	+6%	+$880K	10.5%	1
2022 Q4	$13.8M	Buy	+270,211	New	+$13.7M	10.92%	1

Other funds holding JAVA

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

DWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Connections Group's JAVA Position: Q1 2026 in Review

Financial Connections Group held its JPMorgan Active Value ETF (JAVA) position steady in Q1 2026 at 7,360 shares worth $528K. The position accounts for 0.18% of the portfolio, ranked #45.

Financial Connections Group first reported a position in JAVA in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.8M in Q1 2023. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Financial Connections Group held 7,360 shares of JPMorgan Active Value ETF worth $528K as of Q1 2026.
Financial Connections Group left its JPMorgan Active Value ETF share count unchanged in Q1 2026.
JPMorgan Active Value ETF made up 0.18% of Financial Connections Group's portfolio in Q1 2026, its #45 holding.
Financial Connections Group first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 14 quarters since.
Financial Connections Group's JPMorgan Active Value ETF position peaked at $14.8M in Q1 2023.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.