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JPMorgan Active Value ETF
JAVA

252 hedge funds and large institutions have $4.9B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 63

20% more capital invested

Capital invested by funds: $4.07B → $4.9B (+$830M)

14% more funds holding

Funds holding: 222 → 252 (+30)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

5.06% less ownership

Funds ownership: 97.79% → 92.73% (-5.1%)

Holders
252
Holders Change
+30
Holders Change %
+13.51%
% of All Funds
3.06%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
43
Increased
116
Reduced
63
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$311M
2
DWM
Dynasty Wealth Management
Florida
+$71.2M
3
LPL Financial
LPL Financial
California
+$37.3M
4
SWP
Sagespring Wealth Partners
Tennessee
+$24.9M
5
CWS
Confluence Wealth Services
Pennsylvania
+$14M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$17.6M
2
KW
Keyvantage Wealth
Pennsylvania
-$4.65M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.79M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.72M
5
AWM
Avior Wealth Management
Nebraska
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
FW
226
Fairway Wealth
Ohio
$36.5K +$35.7K +509 New
QCG
227
Quadrant Capital Group
Ohio
$32.5K +$31.8K +453 New
IAIM
228
International Assets Investment Management
Florida
$32K +$31.3K +446 New
SWM
229
Spire Wealth Management
Virginia
$30.8K +$2.38K +34 +9%
FGAM
230
Financial Gravity Asset Management
Texas
$24K – – –
MHR
231
Matthew Hamilton Rosenberg
$22.3K – – –
AF
232
Allworth Financial
California
$21.4K +$70 +1 +0.3%
KCM
233
Key Capital Management
Tennessee
$20.9K +$20.5K +292 New
IIM
234
IFC & Insurance Marketing
California
$19K +$18.3K +261 New
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$17.1K – – –
HAP
236
Harbor Asset Planning
Massachusetts
$13.4K +$13.1K +187 New
CSP
237
Cary Street Partners
Virginia
$12.3K -$4.49K -64 -27%
WP
238
WealthShield Partners
North Carolina
$11.4K – – –
S
239
SignatureFD
Georgia
$10K – – –
RF
240
Rossby Financial
Florida
$8.75K – – –
B
241
Bayban
Minnesota
$8.25K +$8.07K +115 New
CFP
242
Comprehensive Financial Planning
Pennsylvania
$6.86K – – –
SIS
243
Sound Income Strategies
Florida
$4.7K – – –
SHIM
244
Stone House Investment Management
Pennsylvania
$4.61K +$4.49K +64 New
SS
245
SBI Securities
Japan
$4.45K +$561 +8 +15%
GGI
246
Godsey & Gibb Inc
Virginia
$4.45K +$4.35K +62 New
EIPL
247
Essential Investment Partners LLC
Colorado
$3.35K +$3.3K +47 New
AssetMark Inc
248
AssetMark Inc
California
$2.8K – – –
CA
249
Clearstead Advisors
Ohio
$2.56K – – –
CA
250
CoreCap Advisors
Michigan
$2.44K -$9.05K -129 -79%
7 8 9
10
11

JAVA Hedge Fund Activity: Q4 2025 in Review

252 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q4 2025, worth a combined $4.9B — up 20% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JAVA positions and 10 closed out — a net gain of 33 holders — while 116 added to existing stakes and 63 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $311M. The largest seller was Integrated Wealth Concepts, cutting an estimated $17.6M.

  • 252 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q4 2025, up from 222 in Q3 2025.
  • Funds reported $4.9B of JPMorgan Active Value ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 43 funds opened new JPMorgan Active Value ETF positions in Q4 2025 and 10 closed out, a net change of +33 holders.
  • The largest JPMorgan Active Value ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $311M added.
  • The largest JPMorgan Active Value ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2025.