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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

224 hedge funds and large institutions have $3.53B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 63 reducing their positions, and 9 closing their positions.

Holders
224
Holders Change
+21
Holders Change %
+10.34%
% of All Funds
3.01%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
32
Increased
111
Reduced
63
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$326M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$75.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$908M
4
Ameriprise
4
Ameriprise
Minnesota
$160M
5
SWP
5
Sagespring Wealth Partners
Tennessee
$201M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$17.4M
2
Raymond James Financial
2
Raymond James Financial
Florida
$50.4M
3
DWM
3
Dynasty Wealth Management
Florida
$195M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$451K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$908M 13,865,481 +434,807 +3%
LPL Financial
2
LPL Financial
California
$326M 4,972,206 +1,094,328 +28%
SWP
3
Sagespring Wealth Partners
Tennessee
$201M 3,069,729 +265,790 +9%
DWM
4
Dynasty Wealth Management
Florida
$195M 2,983,626 -111,979 -4%
Ameriprise
5
Ameriprise
Minnesota
$160M 2,449,480 +286,808 +13%
Morgan Stanley
6
Morgan Stanley
New York
$102M 1,555,179 +179,416 +13%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$96.8M 1,477,592 +231 +0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$78.8M 1,203,193 +13,593 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$78.1M 1,192,349 +66,558 +6%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$75.7M 1,155,023 +618,857 +115%
AWM
11
Avior Wealth Management
Nebraska
$69.5M 1,061,689 +47,642 +5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$67.5M 1,030,558 -1,997 -0.2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$67.2M 1,025,317 +59,135 +6%
Raymond James Financial
14
Raymond James Financial
Florida
$50.4M 768,996 -140,113 -15%
UBS Group
15
UBS Group
Switzerland
$48.8M 744,703 +14,017 +2%
SC
16
Steph & Co
Wisconsin
$48M 732,726 +9,573 +1%
GVAG
17
Great Valley Advisor Group
Delaware
$45.2M 689,583 +121,880 +21%
Bank of America
18
Bank of America
North Carolina
$43.6M 666,072 +125,746 +23%
OFS
19
Orrstown Financial Services
Pennsylvania
$41.9M 639,323 +33,495 +6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$37.5M 572,371 +24,131 +4%
KAS
21
Kestra Advisory Services
Texas
$35.6M 542,816 +72,475 +15%
AP
22
Americana Partners
Texas
$35.2M 537,843 +6,398 +1%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$32M 489,254 +145,909 +42%
IA
24
Intellus Advisors
Florida
$30.2M 460,972 +11,130 +2%
FWA
25
FSM Wealth Advisors
Ohio
$28.2M 425,087 +56,429 +15%
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