Financial Gravity Asset Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Financial Gravity Asset 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
2026 Q1	$24.2K	Buy	337 +3	+0.9%	+$223	﹤0.01%	419
2025 Q4	$24K	Hold	334	–	–	﹤0.01%	348
2025 Q3	$23K	Buy	+334	New	+$22.4K	﹤0.01%	403

Other funds holding JAVA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's JAVA Position: Q1 2026 in Review

Financial Gravity Asset Management increased its JPMorgan Active Value ETF (JAVA) stake by 0.9% in Q1 2026, buying an estimated $223 and bringing the position to 337 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Financial Gravity Asset Management first reported a position in JAVA in Q3 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Financial Gravity Asset Management held 337 shares of JPMorgan Active Value ETF worth $24.2K as of Q1 2026.
Financial Gravity Asset Management bought 3 JPMorgan Active Value ETF shares in Q1 2026, an estimated $223.
JPMorgan Active Value ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #419 holding.
Financial Gravity Asset Management first reported a position in JPMorgan Active Value ETF in Q3 2025 and has held it in 3 quarters since.
265 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.