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Prism Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History

Prism 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
Q3 		$3.2M Sell
39,517
-203,467
-84% -$16.6M 0.8% 31
2026
Q2 		$19.3M Sell
242,984
-1,894
-0.8% -$145K 4.69% 7
2026
Q1 		$17.6M Sell
244,878
-9,983
-4% -$741K 4.69% 7
2025
Q4 		$18.3M Buy
254,861
+12,372
+5% +$868K 4.87% 8
2025
Q3 		$16.7M Buy
242,489
+20,879
+9% +$1.4M 4.52% 7
2025
Q2 		$14.5M Sell
221,610
-11,572
-5% -$723K 4.13% 8
2025
Q1 		$14.8M Buy
+233,182
New +$15.1M 4.56% 7

Other funds holding JAVA

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
OFS
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
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Prism Advisors's JAVA Position: Q3 2026 in Review

Prism Advisors reduced its JPMorgan Active Value ETF (JAVA) stake by 84% in Q3 2026, selling an estimated $16.6M and leaving 39,517 shares worth $3.2M. The position accounts for 0.8% of the portfolio, ranked #31.

Prism Advisors first reported a position in JAVA in Q1 2025 and has held it in 7 quarters since. The position peaked at $19.3M in Q2 2026. 38 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

  • Prism Advisors held 39,517 shares of JPMorgan Active Value ETF worth $3.2M as of Q3 2026.
  • Prism Advisors sold 203,467 JPMorgan Active Value ETF shares in Q3 2026, an estimated $16.6M.
  • JPMorgan Active Value ETF made up 0.8% of Prism Advisors's portfolio in Q3 2026, its #31 holding.
  • Prism Advisors first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 7 quarters since.
  • Prism Advisors's JPMorgan Active Value ETF position peaked at $19.3M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.