BFC Planning, Inc.’s JPMorgan Active Value ETF JAVA Stock Holding History

BFC Planning, Inc.’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	$96.5K	Buy	+1,215	New	+$92.9K	﹤0.01%	1257

Other funds holding JAVA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

BFC Planning, Inc.'s JAVA Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 1,215 shares worth $96.5K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings.

277 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

BFC Planning, Inc. held 1,215 shares of JPMorgan Active Value ETF worth $96.5K as of Q2 2026.
JPMorgan Active Value ETF was a new BFC Planning, Inc. position in Q2 2026.
JPMorgan Active Value ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1257 holding.
277 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.