Pinnacle Bancorp’s JPMorgan Active Value ETF JAVA Stock Holding History

Pinnacle Bancorp’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	$114K	Hold	1,438	–	–	0.03%	329
2026 Q1	$103K	Hold	1,438	–	–	0.03%	332
2025 Q4	$103K	Hold	1,438	–	–	0.03%	324
2025 Q3	$99.2K	Buy	1,438 +150	+12%	+$10.1K	0.03%	326
2025 Q2	$84.4K	Buy	1,288 +700	+119%	+$43.7K	0.03%	343
2025 Q1	$37.4K	Buy	588 +105	+22%	+$6.82K	0.01%	475
2024 Q4	$30.6K	Buy	483 +115	+31%	+$7.54K	0.01%	510
2024 Q3	$23.6K	Hold	368	–	–	0.01%	545
2024 Q2	$21.8K	Hold	368	–	–	0.01%	534
2024 Q1	$22K	Buy	368 +27	+8%	+$1.53K	0.01%	530
2023 Q4	$19K	Hold	341	–	–	0.01%	533
2023 Q3	$18.7K	Buy	+341	New	+$18.2K	0.01%	519

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

Pinnacle Bancorp's JAVA Position: Q2 2026 in Review

Pinnacle Bancorp held its JPMorgan Active Value ETF (JAVA) position steady in Q2 2026 at 1,438 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #329.

Pinnacle Bancorp first reported a position in JAVA in Q3 2023 and has held it in 12 quarters since. 274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Pinnacle Bancorp held 1,438 shares of JPMorgan Active Value ETF worth $114K as of Q2 2026.
Pinnacle Bancorp left its JPMorgan Active Value ETF share count unchanged in Q2 2026.
JPMorgan Active Value ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q2 2026, its #329 holding.
Pinnacle Bancorp first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 12 quarters since.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.