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

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

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. 276 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.
276 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.