First Heartland Consultants’s JPMorgan Active Value ETF JAVA Stock Holding History

First Heartland Consultants’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	$1.79M	Sell	22,603 -16,676	-42%	-$1.28M	0.12%	150
2026 Q1	$2.82M	Sell	39,279 -2,605	-6%	-$193K	0.22%	95
2025 Q4	$3M	Buy	41,884 +1,566	+4%	+$110K	0.23%	92
2025 Q3	$2.78M	Sell	40,318 -2,205	-5%	-$148K	0.22%	94
2025 Q2	$2.79M	Buy	+42,523	New	+$2.66M	0.25%	88
2025 Q1	–	Sell	-39,913	Closed	-$2.53M	–	464
2024 Q4	$2.53M	Buy	+39,913	New	+$2.62M	0.26%	85

Other funds holding JAVA

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return