IFG Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.48M Buy
+18,578
New +$1.42M 0.05% 356
2026
Q1
Sell
-15,654
Closed -$1.12M 636
2025
Q4
$1.12M Buy
15,654
+507
+3% +$35.6K 0.05% 342
2025
Q3
$1.04M Buy
15,147
+99
+0.7% +$6.64K 0.05% 352
2025
Q2
$986K Buy
15,048
+2,555
+20% +$160K 0.05% 340
2025
Q1
$794K Buy
+12,493
New +$811K 0.04% 361

Other funds holding JAVA

IFG Advisory's JAVA Position: Q2 2026 in Review

IFG Advisory opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 18,578 shares worth $1.48M. The stake represents 0.05% of the portfolio and ranks #356 among its holdings. This is a return to the name: IFG Advisory previously reported a position in JAVA as recently as Q4 2025.

IFG Advisory first reported a position in JAVA in Q1 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

  • IFG Advisory held 18,578 shares of JPMorgan Active Value ETF worth $1.48M as of Q2 2026.
  • JPMorgan Active Value ETF was a new IFG Advisory position in Q2 2026.
  • JPMorgan Active Value ETF made up 0.05% of IFG Advisory's portfolio in Q2 2026, its #356 holding.
  • IFG Advisory first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.