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

Merit 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 Q2	$1.28M	Sell	16,109 -5,374	-25%	-$411K	0.01%	960
2026 Q1	$1.54M	Buy	21,483 +12,983	+153%	+$963K	0.01%	793
2025 Q4	$610K	Buy	8,500 +467	+6%	+$32.8K	﹤0.01%	1188
2025 Q3	$554K	Buy	8,033 +43	+0.5%	+$2.89K	0.01%	1124
2025 Q2	$523K	Buy	+7,990	New	+$499K	0.01%	1082

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

Merit Financial Group's JAVA Position: Q2 2026 in Review

Merit Financial Group reduced its JPMorgan Active Value ETF (JAVA) stake by 25% in Q2 2026, selling an estimated $411K and leaving 16,109 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #960.

Merit Financial Group first reported a position in JAVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q1 2026. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Merit Financial Group held 16,109 shares of JPMorgan Active Value ETF worth $1.28M as of Q2 2026.
Merit Financial Group sold 5,374 JPMorgan Active Value ETF shares in Q2 2026, an estimated $411K.
JPMorgan Active Value ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #960 holding.
Merit Financial Group first reported a position in JPMorgan Active Value ETF in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's JPMorgan Active Value ETF position peaked at $1.54M in Q1 2026.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.