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

Northwest 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	$45.1M	Buy	+567,601	New	+$43.4M	5.99%	6

Other funds holding JAVA

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

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

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

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

Northwest Financial Advisors opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 567,601 shares worth $45.1M. The stake represents 5.99% of the portfolio and ranks #6 among its holdings.

101 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Northwest Financial Advisors held 567,601 shares of JPMorgan Active Value ETF worth $45.1M as of Q2 2026.
JPMorgan Active Value ETF was a new Northwest Financial Advisors position in Q2 2026.
JPMorgan Active Value ETF made up 5.99% of Northwest Financial Advisors's portfolio in Q2 2026, its #6 holding.
101 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.