Ignite Planners
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Ignite Planners’s JPMorgan Active Value ETF JAVA Stock Holding History

Ignite Planners’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 		$1.95M Buy
24,414
+1,274
+6% +$104K 0.25% 92
2026
Q2 		$1.84M Buy
23,140
+3,636
+19% +$278K 0.25% 94
2026
Q1 		$1.43M Buy
19,504
+4,365
+29% +$324K 0.22% 112
2025
Q4 		$1.13M Buy
15,139
+5,145
+51% +$361K 0.17% 136
2025
Q3 		$689K Buy
9,994
+683
+7% +$45.8K 0.11% 178
2025
Q2 		$617K Buy
9,311
+942
+11% +$58.8K 0.11% 187
2025
Q1 		$516K Buy
8,369
+3,601
+76% +$234K 0.1% 196
2024
Q4 		$305K Buy
4,768
+457
+11% +$30K 0.07% 231
2024
Q3 		$276K Buy
4,311
+294
+7% +$18.1K 0.06% 243
2024
Q2 		$237K Buy
4,017
+632
+19% +$37.3K 0.06% 252
2024
Q1 		$202K Buy
+3,385
New +$192K 0.06% 270

Other funds holding JAVA

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Orrstown Financial Services
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
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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

Ignite Planners's JAVA Position: Q3 2026 in Review

Ignite Planners increased its JPMorgan Active Value ETF (JAVA) stake by 5.5% in Q3 2026, buying an estimated $104K and bringing the position to 24,414 shares worth $1.95M. The position accounts for 0.25% of the portfolio, ranked #92.

Ignite Planners first reported a position in JAVA in Q1 2024 and has held it in 11 quarters since. 62 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Ignite Planners held 24,414 shares of JPMorgan Active Value ETF worth $1.95M as of Q3 2026.
  • Ignite Planners bought 1,274 JPMorgan Active Value ETF shares in Q3 2026, an estimated $104K.
  • JPMorgan Active Value ETF made up 0.25% of Ignite Planners's portfolio in Q3 2026, its #92 holding.
  • Ignite Planners first reported a position in JPMorgan Active Value ETF in Q1 2024 and has held it in 11 quarters since.
  • 62 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.