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Fortis Group Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Fortis Group Advisors’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 		– Sell
-34,758
Closed -$2.65M – 630
2026
Q1 		$2.65M Sell
34,758
-7,845
-18% -$582K 0.44% 63
2025
Q4 		$3.19M Buy
+42,603
New +$2.99M 0.54% 47
2025
Q3 		– Sell
-7,712
Closed -$506K – 550
2025
Q2 		$506K Buy
+7,712
New +$482K 0.09% 156

Other funds holding JAVA

JP Morgan Chase
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fortis Group Advisors's JAVA Position: Q2 2026 in Review

Fortis Group Advisors sold out of JPMorgan Active Value ETF (JAVA) in Q2 2026, closing a stake of 34,758 shares — an estimated $2.65M sold.

Fortis Group Advisors first reported a position in JAVA in Q2 2025 and held it in 3 quarters. The position peaked at $3.19M in Q4 2025. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • Fortis Group Advisors reported no remaining JPMorgan Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 34,758 JPMorgan Active Value ETF shares in Q2 2026, an estimated $2.65M.
  • Fortis Group Advisors first reported a position in JPMorgan Active Value ETF in Q2 2025 and held it in 3 quarters.
  • Fortis Group Advisors's JPMorgan Active Value ETF position peaked at $3.19M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.