IFG
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Independent Financial Group’s JPMorgan Active Value ETF JAVA Stock Holding History

Independent Financial Group’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 		$520K Buy
6,517
+625
+11% +$51K 0.01% 993
2026
Q2 		$468K Hold
5,892
– – 0.01% 1028
2026
Q1 		$423K Buy
5,892
+200
+4% +$14.8K 0.01% 1008
2025
Q4 		$408K Buy
+5,692
New +$399K 0.01% 999

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
OFS
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
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Independent Financial Group's JAVA Position: Q3 2026 in Review

Independent Financial Group increased its JPMorgan Active Value ETF (JAVA) stake by 11% in Q3 2026, buying an estimated $51K and bringing the position to 6,517 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #993.

Independent Financial Group first reported a position in JAVA in Q4 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Independent Financial Group held 6,517 shares of JPMorgan Active Value ETF worth $520K as of Q3 2026.
  • Independent Financial Group bought 625 JPMorgan Active Value ETF shares in Q3 2026, an estimated $51K.
  • JPMorgan Active Value ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #993 holding.
  • Independent Financial Group first reported a position in JPMorgan Active Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.