LGT Financial Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

LGT Financial 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	$57.9K	Buy	729 +51	+8%	+$3.9K	0.31%	55
2026 Q1	$48.6K	Sell	678 -10	-1%	-$742	0.25%	66
2025 Q4	$49.3K	Sell	688 -11	-2%	-$772	0.3%	58
2025 Q3	$48.2K	Sell	699 -250	-26%	-$16.8K	0.1%	127
2025 Q2	$62.1K	Sell	949 -179	-16%	-$11.2K	0.16%	94
2025 Q1	$71.7K	Sell	1,128 -131	-10%	-$8.51K	0.22%	90
2024 Q4	$79.7K	Buy	1,259 +108	+9%	+$7.08K	0.18%	110
2024 Q3	$73.7K	Buy	1,151 +403	+54%	+$24.8K	0.18%	89
2024 Q2	$44.3K	Buy	748 +161	+27%	+$9.5K	0.09%	174
2024 Q1	$35.2K	Sell	587 -55	-9%	-$3.12K	0.04%	270
2023 Q4	$35.7K	Sell	642 -1,098	-63%	-$57.3K	0.04%	248
2023 Q3	$89.2K	Sell	1,740 -961	-36%	-$51.3K	0.11%	166
2023 Q2	$144K	Buy	2,701 +1,728	+178%	+$89.4K	0.15%	124
2023 Q1	$50.1K	Buy	+973	New	+$50.8K	0.09%	88

Other funds holding JAVA

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

FWA

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

LGT Financial Advisors's JAVA Position: Q2 2026 in Review

LGT Financial Advisors increased its JPMorgan Active Value ETF (JAVA) stake by 7.5% in Q2 2026, buying an estimated $3.9K and bringing the position to 729 shares worth $57.9K. The position accounts for 0.31% of the portfolio, ranked #55.

LGT Financial Advisors first reported a position in JAVA in Q1 2023 and has held it in 14 quarters since. The position peaked at $144K in Q2 2023. 135 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

LGT Financial Advisors held 729 shares of JPMorgan Active Value ETF worth $57.9K as of Q2 2026.
LGT Financial Advisors bought 51 JPMorgan Active Value ETF shares in Q2 2026, an estimated $3.9K.
JPMorgan Active Value ETF made up 0.31% of LGT Financial Advisors's portfolio in Q2 2026, its #55 holding.
LGT Financial Advisors first reported a position in JPMorgan Active Value ETF in Q1 2023 and has held it in 14 quarters since.
LGT Financial Advisors's JPMorgan Active Value ETF position peaked at $144K in Q2 2023.
135 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.