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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

203 hedge funds and large institutions have $3.13B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.76%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
29
Increased
112
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$853M
2
DWM
2
Dynasty Wealth Management
Florida
$197M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$178M
4
LPL Financial
4
LPL Financial
California
$246M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$75.6M

Top Sellers

1
AWM
1
Avaii Wealth Management
Wisconsin
$793K
2
CA
2
Crumly & Associates
Illinois
$4.44M
3
SA
3
SFI Advisors
New Jersey
$0
4
RDFA
4
Ritter Daniher Financial Advisory
Ohio
$2.19M
5
EH
5
Equitable Holdings
New York
$2.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
26
WCG Wealth Advisors
Nevada
$26.2M +$3.91M +61,577 +18%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$24.2M -$861K -13,550 -3%
FWA
28
FSM Wealth Advisors
Ohio
$23.4M +$660K +10,393 +3%
DWP
29
Daymark Wealth Partners
Ohio
$23.3M -$1M -15,741 -4%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$22.9M +$2.37M +37,284 +12%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$21.6M +$9.99M +158,530 +86%
CF
32
Convergence Financial
Missouri
$19.9M +$330K +5,195 +2%
AFA
33
Arlington Financial Advisors
California
$19.8M +$3.05M +47,986 +18%
TSWM
34
Triangle Securities Wealth Management
North Carolina
$15.1M +$205K +3,221 +1%
PA
35
Prism Advisors
California
$14.8M +$14.8M +233,182 New
UW
36
Unique Wealth
Florida
$13.7M +$13.7M +216,219 New
Stifel Financial
37
Stifel Financial
Missouri
$13.6M +$2.32M +36,553 +21%
TSWM
38
Tyler-Stone Wealth Management
Ohio
$12.5M +$837K +13,177 +7%
KW
39
Keyvantage Wealth
Pennsylvania
$12.4M +$11.5M +180,260 +1,233%
RWS
40
Resolute Wealth Strategies
Mississippi
$10.6M +$6.62M +104,245 +167%
AWA
41
ARQ Wealth Advisors
Arizona
$9.96M +$391K +6,154 +4%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$9.75M +$1.86M +29,247 +24%
PAG
43
Private Advisor Group
New Jersey
$9.43M +$1.72M +27,104 +22%
BWM
44
BCGM Wealth Management
Indiana
$8.61M +$2.58M +40,650 +43%
MWA
45
MN Wealth Advisors
Kansas
$7.86M -$612K -9,625 -7%
GCP
46
Gill Capital Partners
Colorado
$7.18M +$6M +94,353 +507%
Wells Fargo
47
Wells Fargo
California
$6.71M +$1.95M +30,661 +41%
CFS
48
Commonwealth Financial Services
West Virginia
$6.56M +$130K +2,045 +2%
IWC
49
Integrated Wealth Concepts
Massachusetts
$6.44M -$31.5K -496 -0.5%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$6.41M +$4.99M +78,547 +352%
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