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JPMorgan Active Value ETF
JAVA

98 hedge funds and large institutions have $463M invested in JPMorgan Active Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 2

350% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 12

37% more capital invested

Capital invested by funds: $338M → $463M (+$125M)

31% more funds holding

Funds holding: 75 → 98 (+23)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

2.21% less ownership

Funds ownership: 81.75% → 79.54% (-2.2%)

Holders
98
Holders Change
+23
Holders Change %
+30.67%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
54
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$43.2M
2
AFA
Arlington Financial Advisors
California
+$13.1M
3
Morgan Stanley
Morgan Stanley
New York
+$11.4M
4
Stifel Financial
Stifel Financial
Missouri
+$8.17M
5
AP
Americana Partners
Texas
+$8.08M

Top Sellers

1
FCG
Financial Connections Group
California
-$10.5M
2
AWM
Avior Wealth Management
Nebraska
-$101K
3
KF
Krilogy Financial
Missouri
-$94.9K
4
CW
CreativeOne Wealth
Kansas
-$83.7K
5
CWM
CMH Wealth Management
New Hampshire
-$67.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$3.27M +$1.74M +32,661 +105%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.53M +$72K +1,349 +3%
AWA
28
ARQ Wealth Advisors
Arizona
$2.44M +$2.54M +47,594 New
CWM
29
CMH Wealth Management
New Hampshire
$2.33M -$67.7K -1,269 -3%
GW
30
GW & Wade
Massachusetts
$2.29M +$1.89M +35,432 +386%
CFS
31
Commonwealth Financial Services
West Virginia
$2.12M +$2.21M +41,348 New
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$2.02M +$1.45M +27,254 +225%
AWAP
33
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.82M +$85K +1,592 +5%
MPWT
34
MassMutual Private Wealth & Trust
Connecticut
$1.74M +$111K +2,073 +7%
CW
35
CreativeOne Wealth
Kansas
$1.74M -$83.7K -1,568 -4%
FCG
36
Financial Connections Group
California
$1.64M -$10.5M -196,105 -86%
SF
37
Synovus Financial
Georgia
$1.56M +$355K +6,656 +28%
KAS
38
KPP Advisory Services
Kentucky
$1.54M +$1.6M +30,008 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$1.23M +$553K +10,371 +76%
LNC
40
Lincoln National Corp
Pennsylvania
$1.21M +$710K +13,302 +128%
SA
41
SFI Advisors
New Jersey
$1.2M +$1.25M +23,344 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.18M +$192K +3,598 +19%
CFG
43
Cooper Financial Group
California
$978K -$11.5K -215 -1%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$911K +$948K +17,775 New
EFH
45
Eaton Financial Holdings
Florida
$854K -$7.9K -148 -0.9%
BFA
46
Beaumont Financial Advisors
Massachusetts
$811K +$231K +4,322 +38%
GM
47
GeoWealth Management
Illinois
$792K +$50.1K +938 +6%
KF
48
Krilogy Financial
Missouri
$786K -$94.9K -1,779 -10%
AWS
49
Atria Wealth Solutions
New York
$715K +$33.6K +630 +5%
AAS
50
Avantax Advisory Services
Texas
$701K +$20.2K +379 +3%
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JAVA Hedge Fund Activity: Q3 2023 in Review

98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q3 2023, worth a combined $463M — up 37% from $338M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JAVA positions and 2 closed out — a net gain of 23 holders — while 54 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $43.2M. The largest seller was Financial Connections Group, cutting an estimated $10.5M.

  • 98 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q3 2023, up from 75 in Q2 2023.
  • Funds reported $463M of JPMorgan Active Value ETF stock for Q3 2023, up 37% quarter-over-quarter.
  • 25 funds opened new JPMorgan Active Value ETF positions in Q3 2023 and 2 closed out, a net change of +23 holders.
  • The largest JPMorgan Active Value ETF buyer in Q3 2023 was LPL Financial, an estimated $43.2M added.
  • The largest JPMorgan Active Value ETF seller in Q3 2023 was Financial Connections Group, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2023.