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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

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
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
1
LPL Financial
California
$82.2M
2
AFA
2
Arlington Financial Advisors
California
$12.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$27.7M

Top Sellers

1
FCG
1
Financial Connections Group
California
$1.64M
2
AWM
2
Avior Wealth Management
Nebraska
$30.7M
3
KF
3
Krilogy Financial
Missouri
$786K
4
CW
4
CreativeOne Wealth
Kansas
$1.74M
5
CWM
5
CMH Wealth Management
New Hampshire
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$3.27M +$1.67M +32,661 +105%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.53M +$69.2K +1,349 +3%
AWA
28
ARQ Wealth Advisors
Arizona
$2.44M +$2.44M +47,594 New
CWM
29
CMH Wealth Management
New Hampshire
$2.33M -$65K -1,269 -3%
GW
30
GW & Wade
Massachusetts
$2.29M +$1.82M +35,432 +386%
CFS
31
Commonwealth Financial Services
West Virginia
$2.12M +$2.12M +41,348 New
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$2.02M +$1.4M +27,254 +225%
AWAP
33
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.82M +$81.6K +1,592 +5%
MPWT
34
MassMutual Private Wealth & Trust
Connecticut
$1.74M +$106K +2,073 +7%
CW
35
CreativeOne Wealth
Kansas
$1.74M -$80.4K -1,568 -4%
FCG
36
Financial Connections Group
California
$1.64M -$10M -196,105 -86%
SF
37
Synovus Financial
Georgia
$1.56M +$341K +6,656 +28%
KAS
38
KPP Advisory Services
Kentucky
$1.54M +$1.54M +30,008 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$1.23M +$532K +10,371 +76%
LNC
40
Lincoln National Corp
Pennsylvania
$1.21M +$682K +13,302 +128%
SA
41
SFI Advisors
New Jersey
$1.2M +$1.2M +23,344 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.18M +$184K +3,598 +19%
CFG
43
Cooper Financial Group
California
$978K -$11K -215 -1%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$911K +$911K +17,775 New
EFH
45
Eaton Financial Holdings
Florida
$854K -$7.59K -148 -0.9%
BFA
46
Beaumont Financial Advisors
Massachusetts
$811K +$222K +4,322 +38%
GM
47
GeoWealth Management
Illinois
$792K +$48.1K +938 +6%
KF
48
Krilogy Financial
Missouri
$786K -$91.2K -1,779 -10%
AWS
49
Atria Wealth Solutions
New York
$715K +$32.3K +630 +5%
AAS
50
Avantax Advisory Services
Texas
$701K +$19.4K +379 +3%
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