Crumly & Associates Inc. 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.

JAVA stock page Crumly & Associates Inc. fund profile Crumly & Associates Inc. full holdings
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 Sold % After 3M Timing 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.) $75.98
2025 Q4 REDUCED — — — 37,097 -903 -2.4% 0.56% $2.7M 2026-01-14 $74.30
2025 Q3 REDUCED 6.3% +5.5% ❌ 38,000 -2,571 -6.3% 0.57% $2.6M 2025-11-03 $68.85
2025 Q2 REDUCED 41.9% +5.4% ❌ 40,571 -29,270 -41.9% 0.65% $2.7M 2025-07-02 $65.82
2025 Q1 REDUCED 66.6% +3.5% ❌ 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 23.0% -1.0% ✅ 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

🏢 Other funds also holding JAVA

As of 2026 Q1 — sorted by position size

STEPH & CO 3Y 18.72% ORRSTOWN FINANCIAL SERVICES INC 3Y 7Y 10.19% Centerline Wealth Advisors, LLC 7.47% Storen Legacy Partners, LLC 5.02% FSM Wealth Advisors, LLC 3Y 4.84% Prism Advisors, Inc. 3Y 7Y 4.69% MN Wealth Advisors, LLC 4.17% Triangle Securities Wealth Management 3Y 7Y 4.04% UNIQUE WEALTH, LLC 3Y 3.96% Arlington Financial Advisors, LLC 3Y 7Y 3.76%

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.

How well did Crumly & Associates Inc. time their JAVA position?

Based on 13F filing dates vs. subsequent JAVA price moves, Crumly & Associates Inc. correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on JAVA relative to SPY over the holding period was -0.8%.

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