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

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

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

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

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

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

Storen Legacy Partners Zionsville, Indiana $367M AUM

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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.

47 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.
47 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.