Plan Group Financial
JAVA icon

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

Plan Group Financial’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 		$271K Sell
3,278
-1,324
-29% -$108K 0.05% 189
2026
Q2 		$365K Sell
4,602
-134
-3% -$10.2K 0.08% 150
2026
Q1 		$340K Sell
4,736
-17
-0.4% -$1.26K 0.08% 153
2025
Q4 		$341K Buy
4,753
+1,316
+38% +$92.3K 0.09% 137
2025
Q3 		$237K Buy
+3,437
New +$231K 0.06% 164

Other funds holding JAVA

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Orrstown Financial Services
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Plan Group Financial's JAVA Position: Q3 2026 in Review

Plan Group Financial reduced its JPMorgan Active Value ETF (JAVA) stake by 29% in Q3 2026, selling an estimated $108K and leaving 3,278 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #189.

Plan Group Financial first reported a position in JAVA in Q3 2025 and has held it in 5 quarters since. The position peaked at $365K in Q2 2026. 101 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Plan Group Financial held 3,278 shares of JPMorgan Active Value ETF worth $271K as of Q3 2026.
  • Plan Group Financial sold 1,324 JPMorgan Active Value ETF shares in Q3 2026, an estimated $108K.
  • JPMorgan Active Value ETF made up 0.05% of Plan Group Financial's portfolio in Q3 2026, its #189 holding.
  • Plan Group Financial first reported a position in JPMorgan Active Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Plan Group Financial's JPMorgan Active Value ETF position peaked at $365K in Q2 2026.
  • 101 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.