We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF
JAVA

191 hedge funds and large institutions have $2.07B invested in JPMorgan Active Value ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,050% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 2

257% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 28

51% more capital invested

Capital invested by funds: $1.37B → $2.07B (+$698M)

24% more funds holding

Funds holding: 154 → 191 (+37)

0.7% more ownership

Funds ownership: 84.63% → 85.33% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
2.52%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
43
Increased
100
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$580M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.2M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$16.2M
4
LPL Financial
LPL Financial
California
+$15.5M
5
WWA
WCG Wealth Advisors
Nevada
+$14.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$60.5M
2
SPG
Strategic Planning Group
Utah
-$9.5M
3
RDFA
Ritter Daniher Financial Advisory
Ohio
-$8.08M
4
SF
Synovus Financial
Georgia
-$2.35M
5
VWA
Visionary Wealth Advisors
Illinois
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
26
Triangle Securities Wealth Management
North Carolina
$14.9M +$475K +7,254 +3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$13.3M +$4.35M +66,350 +46%
CA
28
Crumly & Associates
Illinois
$13.2M +$2.2M +33,584 +19%
Bank of America
29
Bank of America
North Carolina
$12.3M +$12.2M +185,593 +1,969%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$11.7M +$6.44M +98,255 +114%
TSWM
31
Tyler-Stone Wealth Management
Ohio
$11.6M +$1.59M +24,227 +15%
Stifel Financial
32
Stifel Financial
Missouri
$11.2M +$561K +8,552 +5%
AWM
33
Avaii Wealth Management
Wisconsin
$10.6M +$270K +4,122 +3%
AP
34
Americana Partners
Texas
$10M -$39.6K -604 -0.4%
AWA
35
ARQ Wealth Advisors
Arizona
$9.54M -$54.7K -834 -0.6%
UL
36
Unionview LLC
Washington
$8.52M +$219K +3,343 +3%
MWA
37
MN Wealth Advisors
Kansas
$8.44M +$1.11M +16,971 +15%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$7.86M +$307K +4,678 +4%
PAG
39
Private Advisor Group
New Jersey
$7.68M +$4.85M +73,925 +156%
RDFA
40
Ritter Daniher Financial Advisory
Ohio
$7.38M -$8.08M -123,293 -51%
EH
41
Equitable Holdings
New York
$6.93M +$931K +14,203 +15%
IWC
42
Integrated Wealth Concepts
Massachusetts
$6.45M +$15.1K +231 +0.2%
CFS
43
Commonwealth Financial Services
West Virginia
$6.41M +$474K +7,232 +8%
SA
44
SFI Advisors
New Jersey
$6.01M -$23.6K -360 -0.4%
BWM
45
BCGM Wealth Management
Indiana
$6M +$495K +7,547 +9%
SWP
46
SIMA Wealth Partners
Virginia
$5.85M -$1.07M -16,326 -15%
ETC
47
Exchange Traded Concepts
Oklahoma
$5.83M +$6.04M +92,112 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$5.58M +$1.71M +26,030 +42%
OFS
49
Orrstown Financial Services
Pennsylvania
$5.48M +$5.67M +86,503 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$5.39M -$273K -4,162 -5%
1
2
3 4 5

JAVA Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q4 2024, worth a combined $2.07B — up 51% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JAVA positions and 2 closed out — a net gain of 41 holders — while 100 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $580M. The largest seller was Citadel Advisors, cutting an estimated $60.5M.

  • 191 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q4 2024, up from 154 in Q3 2024.
  • Funds reported $2.07B of JPMorgan Active Value ETF stock for Q4 2024, up 51% quarter-over-quarter.
  • 43 funds opened new JPMorgan Active Value ETF positions in Q4 2024 and 2 closed out, a net change of +41 holders.
  • The largest JPMorgan Active Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $580M added.
  • The largest JPMorgan Active Value ETF seller in Q4 2024 was Citadel Advisors, an estimated $60.5M sold.

Based on aggregated 13F filings for Q4 2024.