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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

117 hedge funds and large institutions have $673M invested in JPMorgan Active Value ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
117
Holders Change
+19
Holders Change %
+19.39%
% of All Funds
1.72%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
25
Increased
62
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.8M
2
LPL Financial
2
LPL Financial
California
$115M
3
CF
3
Convergence Financial
Missouri
$11.8M
4
AWM
4
Avior Wealth Management
Nebraska
$42.1M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$34.2M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$723K
2
KAS
2
KPP Advisory Services
Kentucky
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.9M
4
FCG
4
Financial Connections Group
California
$1.19M
5
CFG
5
Cooper Financial Group
California
$656K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$5.9M -$19.7K -355 -0.3%
Osaic Holdings
27
Osaic Holdings
Arizona
$5.63M +$1.87M +33,545 +50%
BWM
28
BCGM Wealth Management
Indiana
$5.34M +$5.34M +96,036 New
MWA
29
MN Wealth Advisors
Kansas
$5M +$5M +89,948 New
SA
30
SFI Advisors
New Jersey
$4.87M +$3.57M +64,176 +275%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$4.25M +$2.06M +37,086 +94%
IWC
32
Integrated Wealth Concepts
Massachusetts
$4.19M +$121K +2,181 +3%
CFS
33
Commonwealth Financial Services
West Virginia
$3.93M +$1.63M +29,261 +71%
VWA
34
Visionary Wealth Advisors
Illinois
$3.89M -$83.8K -1,506 -2%
MA
35
Mutual Advisors
Nebraska
$3.66M +$107K +1,931 +3%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.65M +$2.15M +38,603 +429%
CWM
37
CMH Wealth Management
New Hampshire
$2.64M +$108K +1,939 +4%
AWAP
38
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.11M +$134K +2,413 +7%
SF
39
Synovus Financial
Georgia
$2.04M +$343K +6,155 +20%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.87M +$588K +10,579 +46%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$1.81M -$78.4K -1,410 -4%
TSWM
42
Tyler-Stone Wealth Management
Ohio
$1.68M +$1.44M +25,852 +600%
LNC
43
Lincoln National Corp
Pennsylvania
$1.62M +$306K +5,493 +23%
SWM
44
StoneCrest Wealth Management
Arizona
$1.62M +$1.62M +29,142 New
CW
45
CreativeOne Wealth
Kansas
$1.53M -$352K -6,325 -19%
PWM
46
Perigon Wealth Management
California
$1.35M +$1.35M +24,238 New
IWM
47
IHT Wealth Management
Illinois
$1.27M +$1.27M +22,915 New
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$260K +4,669 +26%
FCG
49
Financial Connections Group
California
$1.19M -$587K -10,558 -33%
TSWM
50
Triangle Securities Wealth Management
North Carolina
$1.19M +$938K +16,861 +378%
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