JAVA J P MORGAN EXCHANGE TRADED F

Ownership history in Crumly & Associates Inc.  ·  10 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported J P MORGAN EXCHANGE TRADED F (JAVA) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.88% in 2024 Q2. The latest visible filing shows JAVA at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JAVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JAVA was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.88% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held JAVA — position size vs. price
% of Fund (quarterly)    JAVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 33,440 -3,657 -9.9% 0.50% $2.4M 2026-05-15 (Est.) $75.25
2025 Q4 REDUCED 37,097 -903 -2.4% 0.56% $2.7M 2026-01-14 $74.30
2025 Q3 REDUCED 38,000 -2,571 -6.3% 0.57% $2.6M 2025-11-03 $68.85
2025 Q2 REDUCED 40,571 -29,270 -41.9% 0.65% $2.7M 2025-07-02 $65.82
2025 Q1 REDUCED 69,841 -138,988 -66.6% 1.23% $4.4M 2025-04-22 $58.85
2024 Q4 ADDED 208,829 +33,584 +19.2% 3.60% $13.2M 2025-02-03 $64.68
2024 Q3 REDUCED 175,245 -52,436 -23.0% 3.10% $11.2M 2024-11-01 $62.73
2024 Q2 ADDED 227,681 +3,046 +1.4% 3.88% $13.5M 2024-08-02 $58.74
2024 Q1 ADDED 224,635 +23,586 +11.7% 3.54% $13.5M 2024-05-01 $56.03
2023 Q4 INITIATED 201,049 3.12% $11.2M 2024-01-29 $54.34

FAQ About Crumly & Associates Inc. and JAVA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning JAVA?

Crumly & Associates Inc. reported JAVA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JAVA position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for JAVA was 3.88% in 2024 Q2.

What is the latest reported JAVA position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 33,440 shares, equal to 0.50% of portfolio, with an estimated market value of $2.4M.

What does the chart on this JAVA ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly JAVA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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