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Harbor Investment Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History

Harbor Investment Advisory’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 		$535K Buy
6,712
+124
+2% +$10.1K 0.04% 288
2026
Q2 		$523K Hold
6,588
– – 0.04% 292
2026
Q1 		$473K Buy
6,588
+57
+0.9% +$4.23K 0.04% 289
2025
Q4 		$468K Buy
6,531
+715
+12% +$50.2K 0.04% 290
2025
Q3 		$401K Hold
5,816
– – 0.03% 307
2025
Q2 		$381K Buy
5,816
+605
+12% +$37.8K 0.03% 298
2025
Q1 		$331K Buy
5,211
+1,070
+26% +$69.5K 0.03% 302
2024
Q4 		$262K Buy
4,141
+2,145
+107% +$141K 0.02% 320
2024
Q3 		$128K Hold
1,996
– – 0.01% 405
2024
Q2 		$118K Hold
1,996
– – 0.01% 411
2024
Q1 		$120K Hold
1,996
– – 0.01% 415
2023
Q4 		$111K Hold
1,996
– – 0.01% 402
2023
Q3 		$102K Hold
1,996
– – 0.01% 393
2023
Q2 		$106K Buy
1,996
+434
+28% +$22.5K 0.01% 483
2023
Q1 		$80.4K Buy
1,562
+849
+119% +$44.3K 0.01% 563
2022
Q4 		$36.5K Buy
+713
New +$36.1K 0.01% 768

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Harbor Investment Advisory's JAVA Position: Q3 2026 in Review

Harbor Investment Advisory increased its JPMorgan Active Value ETF (JAVA) stake by 1.9% in Q3 2026, buying an estimated $10.1K and bringing the position to 6,712 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #288.

Harbor Investment Advisory first reported a position in JAVA in Q4 2022 and has held it in 16 quarters since. 38 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Harbor Investment Advisory held 6,712 shares of JPMorgan Active Value ETF worth $535K as of Q3 2026.
  • Harbor Investment Advisory bought 124 JPMorgan Active Value ETF shares in Q3 2026, an estimated $10.1K.
  • JPMorgan Active Value ETF made up 0.04% of Harbor Investment Advisory's portfolio in Q3 2026, its #288 holding.
  • Harbor Investment Advisory first reported a position in JPMorgan Active Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 38 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.