Independence Asset Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Independence Asset 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	$2.36M	Buy	29,710 +6,999	+31%	+$535K	0.61%	11
2026 Q1	$1.63M	Buy	22,711 +12,815	+129%	+$951K	0.59%	11
2025 Q4	$710K	Buy	9,896 +4,371	+79%	+$307K	0.39%	12
2025 Q3	$381K	Sell	5,525 -2,879	-34%	-$193K	0.16%	18
2025 Q2	$550K	Buy	8,404 +3,705	+79%	+$231K	0.34%	16
2025 Q1	$299K	Buy	+4,699	New	+$305K	0.97%	12

Other funds holding JAVA

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independence Asset Advisors's JAVA Position: Q2 2026 in Review

Independence Asset Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 31% in Q2 2026, buying an estimated $535K and bringing the position to 29,710 shares worth $2.36M. The position accounts for 0.61% of the portfolio, ranked #11.

Independence Asset Advisors first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Independence Asset Advisors held 29,710 shares of JPMorgan Active Value ETF worth $2.36M as of Q2 2026.
Independence Asset Advisors bought 6,999 JPMorgan Active Value ETF shares in Q2 2026, an estimated $535K.
JPMorgan Active Value ETF made up 0.61% of Independence Asset Advisors's portfolio in Q2 2026, its #11 holding.
Independence Asset Advisors first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.