Security National Bank’s JPMorgan Active Value ETF JAVA Stock Holding History

Security National Bank’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	$2.38K	Buy	+30	New	+$2.29K	﹤0.01%	362

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

Security National Bank's JAVA Position: Q2 2026 in Review

Security National Bank opened a new position in JPMorgan Active Value ETF (JAVA) in Q2 2026: 30 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings.

274 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Security National Bank held 30 shares of JPMorgan Active Value ETF worth $2.38K as of Q2 2026.
JPMorgan Active Value ETF was a new Security National Bank position in Q2 2026.
JPMorgan Active Value ETF made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #362 holding.
274 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.