Thurston Springer Miller Herd & Titak’s JPMorgan Active Value ETF JAVA Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.61M	Buy	20,255 +6,463	+47%	+$494K	0.59%	35
2026 Q1	$990K	Buy	13,792 +1,190	+9%	+$88.3K	0.41%	54
2025 Q4	$904K	Buy	12,602 +12,325	+4,449%	+$865K	0.32%	83
2025 Q3	$19.1K	Sell	277 -25,600	-99%	-$1.72M	0.04%	292
2025 Q2	$1.69M	Buy	25,877 +24,597	+1,922%	+$1.54M	0.22%	121
2025 Q1	$81.3K	Buy	+1,280	New	+$83.1K	0.01%	505

Other funds holding JAVA

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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

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

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

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return