Ritter Daniher Financial Advisory’s JPMorgan Active Value ETF JAVA Stock Holding History

Ritter Daniher Financial Advisory’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	$1.65M	Sell	20,776 -21	-0.1%	-$1.61K	0.25%	49
2026 Q1	$1.49M	Sell	20,797 -3,185	-13%	-$236K	0.25%	45
2025 Q4	$1.72M	Hold	23,982	–	–	0.29%	41
2025 Q3	$1.65M	Sell	23,982 -6,080	-20%	-$408K	0.29%	41
2025 Q2	$1.97M	Sell	30,062 -4,398	-13%	-$275K	0.48%	20
2025 Q1	$2.19M	Sell	34,460 -82,050	-70%	-$5.33M	0.6%	19
2024 Q4	$7.38M	Sell	116,510 -123,293	-51%	-$8.08M	2.08%	13
2024 Q3	$15.4M	Buy	239,803 +27,220	+13%	+$1.67M	4.47%	7
2024 Q2	$12.6M	Buy	212,583 +81,334	+62%	+$4.8M	4.01%	7
2024 Q1	$7.86M	Buy	131,249 +116,931	+817%	+$6.64M	2.6%	10
2023 Q4	$796K	Buy	+14,318	New	+$747K	0.3%	33
2023 Q3	–	Sell	-670	Closed	-$35.6K	–	368
2023 Q2	$35.6K	Buy	+670	New	+$34.7K	0.01%	156

Other funds holding JAVA

AWM

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

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

TSWM

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

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ritter Daniher Financial Advisory's JAVA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its JPMorgan Active Value ETF (JAVA) stake by 0.1% in Q2 2026, selling an estimated $1.61K and leaving 20,776 shares worth $1.65M. The position accounts for 0.25% of the portfolio, ranked #49.

Ritter Daniher Financial Advisory first reported a position in JAVA in Q2 2023 and has held it in 12 quarters since. The position peaked at $15.4M in Q3 2024. 47 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Ritter Daniher Financial Advisory held 20,776 shares of JPMorgan Active Value ETF worth $1.65M as of Q2 2026.
Ritter Daniher Financial Advisory sold 21 JPMorgan Active Value ETF shares in Q2 2026, an estimated $1.61K.
JPMorgan Active Value ETF made up 0.25% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #49 holding.
Ritter Daniher Financial Advisory first reported a position in JPMorgan Active Value ETF in Q2 2023 and has held it in 12 quarters since.
Ritter Daniher Financial Advisory's JPMorgan Active Value ETF position peaked at $15.4M in Q3 2024.
47 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.