IFP Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

IFP Advisors’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	$2.29M	Buy	28,824 +3,480	+14%	+$266K	0.04%	443
2026 Q1	$1.82M	Buy	25,344 +1,721	+7%	+$128K	0.04%	487
2025 Q4	$1.69M	Buy	23,623 +1,303	+6%	+$91.4K	0.04%	462
2025 Q3	$1.54M	Buy	22,320 +3,656	+20%	+$245K	0.04%	446
2025 Q2	$1.22M	Buy	18,664 +7,989	+75%	+$499K	0.03%	518
2025 Q1	$678K	Buy	10,675 +279	+3%	+$18.1K	0.02%	670
2024 Q4	$658K	Buy	10,396 +580	+6%	+$38K	0.02%	644
2024 Q3	$629K	Buy	9,816 +788	+9%	+$48.4K	0.02%	610
2024 Q2	$535K	Buy	9,028 +48	+0.5%	+$2.83K	0.02%	632
2024 Q1	$538K	Buy	8,980 +1,195	+15%	+$67.8K	0.02%	582
2023 Q4	$433K	Buy	7,785 +5,491	+239%	+$286K	0.02%	624
2023 Q3	$118K	Buy	2,294 +1,049	+84%	+$56K	0.01%	1191
2023 Q2	$66.2K	Buy	1,245 +304	+32%	+$15.7K	﹤0.01%	1492
2023 Q1	$47.1K	Buy	+941	New	+$49.1K	﹤0.01%	1608

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

IFP Advisors's JAVA Position: Q2 2026 in Review

IFP Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 14% in Q2 2026, buying an estimated $266K and bringing the position to 28,824 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #443.

IFP Advisors first reported a position in JAVA in Q1 2023 and has held it in 14 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

IFP Advisors held 28,824 shares of JPMorgan Active Value ETF worth $2.29M as of Q2 2026.
IFP Advisors bought 3,480 JPMorgan Active Value ETF shares in Q2 2026, an estimated $266K.
JPMorgan Active Value ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #443 holding.
IFP Advisors first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 14 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.