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 Q3	$38.1K	Sell	478 -960	-67%	-$78.4K	0.01%	500
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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Pinnacle Bancorp's JAVA Position: Q3 2026 in Review

Pinnacle Bancorp reduced its JPMorgan Active Value ETF (JAVA) stake by 67% in Q3 2026, selling an estimated $78.4K and leaving 478 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #500.

Pinnacle Bancorp first reported a position in JAVA in Q3 2023 and has held it in 13 quarters since. The position peaked at $114K in Q2 2026. 94 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Pinnacle Bancorp held 478 shares of JPMorgan Active Value ETF worth $38.1K as of Q3 2026.
Pinnacle Bancorp sold 960 JPMorgan Active Value ETF shares in Q3 2026, an estimated $78.4K.
JPMorgan Active Value ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #500 holding.
Pinnacle Bancorp first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 13 quarters since.
Pinnacle Bancorp's JPMorgan Active Value ETF position peaked at $114K in Q2 2026.
94 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.