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
Q3
$1.48M Sell
18,506
-72
-0.4% -$5.88K 0.05% 362
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: Q3 2026 in Review

IFG Advisory reduced its JPMorgan Active Value ETF (JAVA) stake by 0.39% in Q3 2026, selling an estimated $5.88K and leaving 18,506 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #362.

IFG Advisory first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • IFG Advisory held 18,506 shares of JPMorgan Active Value ETF worth $1.48M as of Q3 2026.
  • IFG Advisory sold 72 JPMorgan Active Value ETF shares in Q3 2026, an estimated $5.88K.
  • JPMorgan Active Value ETF made up 0.05% of IFG Advisory's portfolio in Q3 2026, its #362 holding.
  • IFG Advisory first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.