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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

75 hedge funds and large institutions have $338M invested in JPMorgan Active Value ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
36
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$42.2M
2
RJA
2
Raymond James & Associates
Florida
$18.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
DWP
5
Daymark Wealth Partners
Ohio
$7.59M

Top Sellers

1
AWM
1
Avior Wealth Management
Nebraska
$32M
2
FCG
2
Financial Connections Group
California
$12.1M
3
CWM
3
CMH Wealth Management
New Hampshire
$2.49M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.1M
5
MTWM
5
Masso Torrence Wealth Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$1.88M +$1.88M +35,454 New
AWAP
27
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.8M +$451K +8,494 +33%
MPWT
28
MassMutual Private Wealth & Trust
Connecticut
$1.69M -$278K -5,235 -14%
MA
29
Mutual Advisors
Nebraska
$1.66M -$19.1K -360 -1%
SF
30
Synovus Financial
Georgia
$1.27M +$692K +13,023 +120%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.03M -$395K -7,425 -28%
CFG
32
Cooper Financial Group
California
$1.03M -$179K -3,362 -15%
KF
33
Krilogy Financial
Missouri
$909K -$535K -10,070 -37%
EFH
34
Eaton Financial Holdings
Florida
$894K -$6.27K -118 -0.7%
GM
35
GeoWealth Management
Illinois
$771K +$771K +14,510 New
BFEC
36
Benjamin F. Edwards & Company
Missouri
$726K +$97K +1,824 +15%
AWS
37
Atria Wealth Solutions
New York
$708K +$67.9K +1,277 +11%
AAS
38
Avantax Advisory Services
Texas
$707K +$707K +13,297 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$644K +$551K +10,370 +593%
LGWM
40
Litman Gregory Wealth Management
California
$627K +$627K +11,800 New
BFA
41
Beaumont Financial Advisors
Massachusetts
$612K -$165K -3,102 -21%
LNC
42
Lincoln National Corp
Pennsylvania
$550K +$137K +2,580 +33%
WF
43
Wayfinding Financial
Washington
$512K -$52.3K -955 -9%
LSPW
44
Lake Street Private Wealth
Illinois
$490K -$1.86K -35 -0.4%
GW
45
GW & Wade
Massachusetts
$488K +$488K +9,179 New
MML Investors Services
46
MML Investors Services
Massachusetts
$470K -$95.7K -1,799 -17%
GRP
47
Global Retirement Partners
California
$451K +$4.04K +76 +0.9%
CAN
48
Cetera Advisor Networks
California
$419K +$30.9K +582 +8%
FFA
49
Farther Finance Advisors
California
$371K -$20.3K -381 -5%
SFS
50
Security Financial Services
Indiana
$356K -$27.2K -512 -7%
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