GGM Financials’s JPMorgan Active Value ETF JAVA Stock Holding History

GGM Financials’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	$5.2M	Sell	65,487 -1,689	-3%	-$129K	1.97%	9
2026 Q1	$4.82M	Sell	67,176 -7,305	-10%	-$542K	2.22%	10
2025 Q4	$5.34M	Sell	74,481 -6,055	-8%	-$425K	2.6%	7
2025 Q3	$5.55M	Sell	80,536 -4,200	-5%	-$282K	2.8%	7
2025 Q2	$5.55M	Sell	84,736 -280	-0.3%	-$17.5K	3.22%	6
2025 Q1	$5.4M	Buy	85,016 +1,033	+1%	+$67.1K	3.69%	6
2024 Q4	$5.32M	Buy	83,983 +4,230	+5%	+$277K	5.66%	5
2024 Q3	$5.11M	Sell	79,753 -277	-0.3%	-$17K	4.41%	7
2024 Q2	$4.74M	Buy	+80,030	New	+$4.72M	4.36%	7

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

GGM Financials's JAVA Position: Q2 2026 in Review

GGM Financials reduced its JPMorgan Active Value ETF (JAVA) stake by 2.5% in Q2 2026, selling an estimated $129K and leaving 65,487 shares worth $5.2M. The position accounts for 1.97% of the portfolio, ranked #9.

GGM Financials first reported a position in JAVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.55M in Q3 2025. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

GGM Financials held 65,487 shares of JPMorgan Active Value ETF worth $5.2M as of Q2 2026.
GGM Financials sold 1,689 JPMorgan Active Value ETF shares in Q2 2026, an estimated $129K.
JPMorgan Active Value ETF made up 1.97% of GGM Financials's portfolio in Q2 2026, its #9 holding.
GGM Financials first reported a position in JPMorgan Active Value ETF in Q2 2024 and has held it in 9 quarters since.
GGM Financials's JPMorgan Active Value ETF position peaked at $5.55M in Q3 2025.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.