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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

137 hedge funds and large institutions have $868M invested in JPMorgan Active Value ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
137
Holders Change
+20
Holders Change %
+17.09%
% of All Funds
1.99%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
27
Increased
68
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Steph & Co
Wisconsin
$36.1M
2
LPL Financial
2
LPL Financial
California
$149M
3
UBS Group
3
UBS Group
Switzerland
$34.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.7M
5
CA
5
Crumly & Associates
Illinois
$13.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.5M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$15.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$7.4M
4
AWM
4
Avior Wealth Management
Nebraska
$44.3M
5
BWM
5
BCGM Wealth Management
Indiana
$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Avaii Wealth Management
Wisconsin
$8.51M +$1.41M +23,582 +20%
RDFA
27
Ritter Daniher Financial Advisory
Ohio
$7.86M +$7M +116,931 +817%
UL
28
Unionview LLC
Washington
$7.46M +$7.46M +124,513 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$7.4M -$1.52M -25,297 -17%
AWA
30
ARQ Wealth Advisors
Arizona
$6.98M +$499K +8,331 +8%
EH
31
Equitable Holdings
New York
$6.58M +$228K +3,806 +4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.73M +$4.59M +76,659 +403%
SA
33
SFI Advisors
New Jersey
$5.59M +$345K +5,758 +7%
IWC
34
Integrated Wealth Concepts
Massachusetts
$5.17M +$659K +11,011 +15%
MWA
35
MN Wealth Advisors
Kansas
$4.87M -$520K -8,690 -10%
BWM
36
BCGM Wealth Management
Indiana
$4.8M -$953K -15,905 -17%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$4.68M +$105K +1,752 +2%
Citadel Advisors
38
Citadel Advisors
Florida
$4.42M +$4.42M +73,730 New
VWA
39
Visionary Wealth Advisors
Illinois
$4.23M +$36.6K +611 +0.9%
MA
40
Mutual Advisors
Nebraska
$4.23M +$287K +4,795 +7%
CFS
41
Commonwealth Financial Services
West Virginia
$3.92M -$11.2K -201 -0.3%
RWS
42
Resolute Wealth Strategies
Mississippi
$3.15M +$3.15M +52,564 New
MML Investors Services
43
MML Investors Services
Massachusetts
$3.14M +$293K +4,896 +10%
TSWM
44
Tyler-Stone Wealth Management
Ohio
$3.07M +$1.26M +21,024 +70%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$3.01M +$1.01M +16,792 +50%
CWM
46
CMH Wealth Management
New Hampshire
$2.91M +$70K +1,169 +2%
AWAP
47
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.44M +$177K +2,948 +8%
PWM
48
Perigon Wealth Management
California
$2.23M +$774K +12,928 +53%
SF
49
Synovus Financial
Georgia
$2.18M -$19.5K -325 -0.9%
TSWM
50
Triangle Securities Wealth Management
North Carolina
$2.11M +$830K +13,865 +65%
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