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

Frontier 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 Q3	$1.05M	Sell	13,197 -846	-6%	-$69.1K	0.2%	48
2026 Q2	$1.12M	Buy	14,043 +61	+0.4%	+$4.66K	0.2%	54
2026 Q1	$1M	Sell	13,982 -215	-2%	-$16K	0.21%	51
2025 Q4	$1.02M	Sell	14,197 -98	-0.7%	-$6.88K	0.24%	51
2025 Q3	$986K	Sell	14,295 -1,616	-10%	-$108K	0.25%	50
2025 Q2	$1.04M	Sell	15,911 -243	-2%	-$15.2K	0.28%	47
2025 Q1	$1.03M	Buy	+16,154	New	+$1.05M	0.3%	45

Other funds holding JAVA

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Frontier Asset Management's JAVA Position: Q3 2026 in Review

Frontier Asset Management reduced its JPMorgan Active Value ETF (JAVA) stake by 6% in Q3 2026, selling an estimated $69.1K and leaving 13,197 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #48.

Frontier Asset Management first reported a position in JAVA in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.12M in Q2 2026. 131 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Frontier Asset Management held 13,197 shares of JPMorgan Active Value ETF worth $1.05M as of Q3 2026.
Frontier Asset Management sold 846 JPMorgan Active Value ETF shares in Q3 2026, an estimated $69.1K.
JPMorgan Active Value ETF made up 0.2% of Frontier Asset Management's portfolio in Q3 2026, its #48 holding.
Frontier Asset Management first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 7 quarters since.
Frontier Asset Management's JPMorgan Active Value ETF position peaked at $1.12M in Q2 2026.
131 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Frontier Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.