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JPMorgan Active Value ETF
JAVA

154 hedge funds and large institutions have $1.37B invested in JPMorgan Active Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 92 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 34

32% more capital invested

Capital invested by funds: $1.04B → $1.37B (+$330M)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

1.37% more ownership

Funds ownership: 83.27% → 84.63% (+1.4%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 157 → 154 (-3)

Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.21%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.24%
New
13
Increased
92
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$62.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$58.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$32.9M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$13.7M
5
TSWM
Triangle Securities Wealth Management
North Carolina
+$10.9M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$14.6M
2
WAM
WNY Asset Management
New York
-$7.07M
3
CA
Crumly & Associates
Illinois
-$3.22M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.49M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$14.4M -$2.49M -40,493 -15%
SPG
27
Strategic Planning Group
Utah
$12.6M +$339K +5,514 +3%
CA
28
Crumly & Associates
Illinois
$11.2M -$3.22M -52,436 -23%
Stifel Financial
29
Stifel Financial
Missouri
$10.8M +$481K +7,832 +5%
AWM
30
Avaii Wealth Management
Wisconsin
$10.5M +$755K +12,286 +8%
TSWM
31
Tyler-Stone Wealth Management
Ohio
$10.2M +$5.85M +95,252 +149%
AP
32
Americana Partners
Texas
$10.2M -$479K -7,787 -5%
AWA
33
ARQ Wealth Advisors
Arizona
$9.57M +$724K +11,787 +8%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$9.24M +$3.44M +55,977 +63%
UL
35
Unionview LLC
Washington
$8.4M +$233K +3,794 +3%
WWA
36
WCG Wealth Advisors
Nevada
$8.06M +$6.77M +110,181 +707%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$7.66M +$1.7M +27,641 +30%
MWA
38
MN Wealth Advisors
Kansas
$7.46M +$1.99M +32,416 +39%
SWP
39
SIMA Wealth Partners
Virginia
$6.97M -$358K -5,829 -5%
IWC
40
Integrated Wealth Concepts
Massachusetts
$6.51M -$418K -6,809 -6%
SA
41
SFI Advisors
New Jersey
$6.11M -$68.1K -1,108 -1%
EH
42
Equitable Holdings
New York
$6.1M -$759K -12,342 -11%
CFS
43
Commonwealth Financial Services
West Virginia
$6M +$118K +1,927 +2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$5.72M -$908K -14,779 -14%
BWM
45
BCGM Wealth Management
Indiana
$5.59M -$1.54K -25 -0%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$5.53M +$3.69M +60,071 +227%
GAM
47
Gemmer Asset Management
California
$5.24M +$7.5K +122 +0.1%
GF
48
GGM Financials
Ohio
$5.11M -$17K -277 -0.3%
MML Investors Services
49
MML Investors Services
Massachusetts
$4.92M +$1.64M +26,731 +53%
MA
50
Mutual Advisors
Nebraska
$4.71M -$61.8K -1,005 -1%
1
2
3 4 5

JAVA Hedge Fund Activity: Q3 2024 in Review

154 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q3 2024, worth a combined $1.37B — up 32% from $1.04B a quarter earlier.

Fund positioning in JAVA was balanced in Q3 2024: 13 funds opened new positions, 13 closed out, 92 added to existing stakes and 34 trimmed.

The largest buyer was Ameriprise, adding an estimated $62.1M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $14.6M sold.

  • 154 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q3 2024, down from 157 in Q2 2024.
  • Funds reported $1.37B of JPMorgan Active Value ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 13 funds opened new JPMorgan Active Value ETF positions in Q3 2024 and 13 closed out, a net change of 0 holders.
  • The largest JPMorgan Active Value ETF buyer in Q3 2024 was Ameriprise, an estimated $62.1M added.
  • The largest JPMorgan Active Value ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2024.