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JPMorgan Active Value ETF
JAVA

222 hedge funds and large institutions have $4.07B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.56B → $4.07B (+$508M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.12% more ownership

Funds ownership: 96.67% → 97.79% (+1.1%)

2% less funds holding

Funds holding: 227 → 222 (-5)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

33% less call options, than puts

Call options by funds: $276K | Put options by funds: $414K

Holders
222
Holders Change
-5
Holders Change %
-2.2%
% of All Funds
2.91%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
18
Increased
111
Reduced
66
Closed
16
Calls
$276K
Puts
$414K
Net Calls
-$138K
Net Calls Change
-$178K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$141M
2
DWM
Dynasty Wealth Management
Florida
+$52.2M
3
SWP
Sagespring Wealth Partners
Tennessee
+$52M
4
LPL Financial
LPL Financial
California
+$50.9M
5
PAG
Private Advisor Group
New Jersey
+$18.3M

Top Sellers

1
VAS
Vestmark Advisory Solutions
Massachusetts
-$39.4M
2
Raymond James Financial
Raymond James Financial
Florida
-$18.4M
3
RWS
Resolute Wealth Strategies
Mississippi
-$4.8M
4
FAIM
Financial Advocates Investment Management
Washington
-$2.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
SNWA
226
Siligmueller & Norvid Wealth Advisors
Illinois
– -$728K -11,029 Closed
FGA
227
Fortis Group Advisors
New Jersey
– -$506K -7,712 Closed
CIS
228
Custom Index Systems
New York
– -$498K -7,598 Closed
Citigroup
229
Citigroup
New York
– -$494K -7,548 Closed
IWM
230
IHT Wealth Management
Illinois
– -$435K -6,639 Closed
BAWC
231
Boyce & Associates Wealth Consulting
Texas
– -$336K -5,122 Closed
FTUS
232
Flow Traders U.S.
New York
– -$324K -4,950 Closed
US Bancorp
233
US Bancorp
Minnesota
– -$151K -2,311 Closed
AAS
234
Ameritas Advisory Services
Nebraska
– -$48.1K -735 Closed
TIM
235
Total Investment Management
Arizona
– -$39.8K -607 Closed
AG
236
AmeriFlex Group
Nevada
– -$20.5K -315 Closed
Simplex Trading
237
Simplex Trading
Illinois
– -$11.4K -170 -97%
BCWM
238
Bartlett & Co Wealth Management
Ohio
– -$1.38K -21 Closed
6 7 8 9
10

JAVA Hedge Fund Activity: Q3 2025 in Review

222 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q3 2025, worth a combined $4.07B — up 14% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JAVA positions and 16 closed out — a net gain of 2 holders — while 111 added to existing stakes and 66 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $141M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $39.4M.

  • 222 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q3 2025, down from 227 in Q2 2025.
  • Funds reported $4.07B of JPMorgan Active Value ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 18 funds opened new JPMorgan Active Value ETF positions in Q3 2025 and 16 closed out, a net change of +2 holders.
  • The largest JPMorgan Active Value ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $141M added.
  • The largest JPMorgan Active Value ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2025.