FSM Wealth Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

FSM Wealth 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	$43.7M	Buy	550,530 +25,638	+5%	+$1.96M	4.66%	3
2026 Q1	$37.7M	Buy	524,892 +53,529	+11%	+$3.97M	4.84%	3
2025 Q4	$33.8M	Buy	471,363 +19,662	+4%	+$1.38M	4.62%	3
2025 Q3	$31.1M	Buy	451,701 +26,614	+6%	+$1.79M	4.41%	3
2025 Q2	$28.2M	Buy	425,087 +56,429	+15%	+$3.52M	4.58%	4
2025 Q1	$23.4M	Buy	368,658 +10,393	+3%	+$675K	5.27%	4
2024 Q4	$23.4M	Buy	358,265 +27,668	+8%	+$1.81M	5.72%	2
2024 Q3	$21.2M	Buy	330,597 +35,956	+12%	+$2.21M	5.62%	2
2024 Q2	$17.5M	Buy	294,641 +19,037	+7%	+$1.12M	5.85%	1
2024 Q1	$16.5M	Buy	275,604 +60,138	+28%	+$3.41M	5.86%	1
2023 Q4	$12M	Buy	215,466 +21,333	+11%	+$1.11M	5.1%	1
2023 Q3	$9.95M	Buy	194,133 +50,895	+36%	+$2.72M	5.01%	2
2023 Q2	$7.66M	Buy	143,238 +56,558	+65%	+$2.93M	3.84%	5
2023 Q1	$4.46M	Buy	86,680 +35,137	+68%	+$1.84M	2.59%	9
2022 Q4	$2.64M	Buy	51,543 +42,671	+481%	+$2.16M	1.88%	14
2022 Q3	$406K	Buy	+8,872	New	+$439K	0.34%	76

Other funds holding JAVA

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

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

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

OFS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

FSM Wealth Advisors's JAVA Position: Q2 2026 in Review

FSM Wealth Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 4.9% in Q2 2026, buying an estimated $1.96M and bringing the position to 550,530 shares worth $43.7M. The position accounts for 4.66% of the portfolio, ranked #3.

FSM Wealth Advisors first reported a position in JAVA in Q3 2022 and has held it in 16 quarters since. 136 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

FSM Wealth Advisors held 550,530 shares of JPMorgan Active Value ETF worth $43.7M as of Q2 2026.
FSM Wealth Advisors bought 25,638 JPMorgan Active Value ETF shares in Q2 2026, an estimated $1.96M.
JPMorgan Active Value ETF made up 4.66% of FSM Wealth Advisors's portfolio in Q2 2026, its #3 holding.
FSM Wealth Advisors first reported a position in JPMorgan Active Value ETF in Q3 2022 and has held it in 16 quarters since.
136 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.