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

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

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

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

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

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

First Heartland Consultants's JAVA Position: Q2 2026 in Review

First Heartland Consultants reduced its JPMorgan Active Value ETF (JAVA) stake by 42% in Q2 2026, selling an estimated $1.28M and leaving 22,603 shares worth $1.79M. The position accounts for 0.12% of the portfolio, ranked #150.

First Heartland Consultants first reported a position in JAVA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3M in Q4 2025. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

First Heartland Consultants held 22,603 shares of JPMorgan Active Value ETF worth $1.79M as of Q2 2026.
First Heartland Consultants sold 16,676 JPMorgan Active Value ETF shares in Q2 2026, an estimated $1.28M.
JPMorgan Active Value ETF made up 0.12% of First Heartland Consultants's portfolio in Q2 2026, its #150 holding.
First Heartland Consultants first reported a position in JPMorgan Active Value ETF in Q4 2024 and has held it in 6 quarters since.
First Heartland Consultants's JPMorgan Active Value ETF position peaked at $3M in Q4 2025.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.