JPMorgan Active Value ETF
JAVA
227 hedge funds and large institutions have $3.56B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 64 reducing their positions, and 9 closing their positions.
256% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 9
77% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 64
13% more call options, than puts
Call options by funds: $341K | Put options by funds: $301K
13% more capital invested
Capital invested by funds: $3.15B → $3.56B (+$407M)
11% more funds holding
Funds holding: 205 → 227 (+22)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
1.51% less ownership
Funds ownership: 98.19% → 96.67% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$68.3M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$38.6M |
| 3 |
JP Morgan Chase
New York
|
+$27.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.9M |
| 5 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$8.75M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$6.99M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$5.9M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$3.79M |
| 5 |
Jane Street
New York
|
-$3.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
226
Clearstead Advisors
Cleveland,
Ohio
| $2.32K | – | – | – |
|
|
BCWM
227
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.38K | – | – | – |
|
|
228
Jane Street
New York
| – | -$3.45M | -54,295 | Closed |
|
229
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$421K | -6,630 | Closed |
|
|
HWA
230
HMV Wealth Advisors
Shreveport,
Louisiana
| – | -$395K | -6,209 | Closed |
|
|
SFC
231
Strategic Financial Concepts
San Antonio,
Texas
| – | -$282K | -4,431 | Closed |
|
|
NEWAS
232
N.E.W. Advisory Services
De Pere,
Wisconsin
| – | -$50.8K | -800 | Closed |
|
|
NP
233
NorthRock Partners
Minneapolis,
Minnesota
| – | -$45.9K | -722 | Closed |
|
|
SIM
234
Synergy Investment Management
Altamonte Springs,
Florida
| – | -$11.9K | -187 | Closed |
|
|
FDW
235
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| – | -$6.35K | -100 | Closed |
|
|
EWM
236
EPG Wealth Management
Atlanta,
Georgia
| – | -$1.21K | -19 | Closed |
|
JAVA Hedge Fund Activity: Q2 2025 in Review
227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q2 2025, worth a combined $3.56B — up 13% from $3.15B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new JAVA positions and 9 closed out — a net gain of 23 holders — while 113 added to existing stakes and 64 trimmed.
The largest buyer was LPL Financial, adding an estimated $68.3M. The largest seller was Raymond James Financial, cutting an estimated $8.75M.
- 227 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q2 2025, up from 205 in Q1 2025.
- Funds reported $3.56B of JPMorgan Active Value ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 32 funds opened new JPMorgan Active Value ETF positions in Q2 2025 and 9 closed out, a net change of +23 holders.
- The largest JPMorgan Active Value ETF buyer in Q2 2025 was LPL Financial, an estimated $68.3M added.
- The largest JPMorgan Active Value ETF seller in Q2 2025 was Raymond James Financial, an estimated $8.75M sold.
Based on aggregated 13F filings for Q2 2025.