Orrstown Financial Services’s JPMorgan Active Value ETF JAVA Stock Holding History

Orrstown Financial Services’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	$68.7M	Buy	864,654 +15,813	+2%	+$1.21M	10.19%	3
2026 Q1	$60.9M	Buy	848,841 +33,957	+4%	+$2.52M	10.19%	3
2025 Q4	$58.4M	Buy	814,884 +34,832	+4%	+$2.44M	9.74%	3
2025 Q3	$53.8M	Buy	780,052 +140,729	+22%	+$9.45M	9.2%	4
2025 Q2	$41.9M	Buy	639,323 +33,495	+6%	+$2.09M	8.82%	4
2025 Q1	$38.5M	Buy	605,828 +519,325	+600%	+$33.7M	9.16%	3
2024 Q4	$5.48M	Buy	+86,503	New	+$5.67M	1.47%	13

Other funds holding JAVA

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return