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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

52 hedge funds and large institutions have $252M invested in JPMorgan Active Value ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+31
Holders Change %
+147.62%
% of All Funds
0.84%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
36
Increased
12
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.6M
3
WAM
3
WNY Asset Management
New York
$15.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$15.3M
5
FCG
5
Financial Connections Group
California
$13.8M

Top Sellers

1
AWM
1
Avior Wealth Management
Nebraska
$39.7M
2
Jane Street
2
Jane Street
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$114K
4
SOS
4
Silver Oak Securities
Tennessee
$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$975K +$975K +19,035 New
EFH
27
Eaton Financial Holdings
Florida
$867K +$867K +16,930 New
DWP
28
Daymark Wealth Partners
Ohio
$675K +$675K +13,174 New
LGWM
29
Litman Gregory Wealth Management
California
$645K – – –
LSPW
30
Lake Street Private Wealth
Illinois
$527K +$527K +10,290 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$504K +$171K +3,335 +51%
SFS
32
Security Financial Services
Indiana
$408K +$408K +7,969 New
SF
33
Synovus Financial
Georgia
$395K +$395K +7,716 New
SOS
34
Silver Oak Securities
Tennessee
$320K -$28K -547 -8%
AWS
35
Atria Wealth Solutions
New York
$317K +$317K +6,190 New
BFEC
36
Benjamin F. Edwards & Company
Missouri
$301K +$301K +5,868 New
CAN
37
Cetera Advisor Networks
California
$267K +$267K +5,212 New
SPIA
38
Steward Partners Investment Advisory
New York
$250K +$250K +4,883 New
HighTower Advisors
39
HighTower Advisors
Illinois
$245K +$245K +4,812 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$215K +$215K +4,194 New
Truist Financial
41
Truist Financial
North Carolina
$202K +$202K +3,939 New
CAL
42
Capital Analysts LLC
Pennsylvania
$121K +$90.2K +1,757 +293%
MCC
43
Money Concepts Capital
Florida
$114K -$63.1K -1,231 -36%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$90K +$90K +1,750 New
PTC
45
Private Trust Company
Ohio
$56K +$56K +1,100 New
ASN
46
Advisory Services Network
Georgia
$53K +$53K +1,035 New
FAM
47
Family Asset Management
South Carolina
$47.3K +$47.3K +924 New
HIA
48
Harbor Investment Advisory
Maryland
$36.5K +$36.5K +713 New
Wells Fargo
49
Wells Fargo
California
$11.7K +$11.7K +228 New
PA
50
PSI Advisors
Florida
$10.3K +$10.3K +201 New
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2
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