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JPMorgan Active Value ETF

227 hedge funds and large institutions have $3.56B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

77% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 64

13% more call options, than puts

Call options by funds: $341K | Put options by funds: $301K

13% more capital invested

Capital invested by funds: $3.15B → $3.56B (+$407M)

11% more funds holding

Funds holding: 205227 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.51% less ownership

Funds ownership: 98.19%96.67% (-1.5%)

Holders
227
Holders Change
+22
Holders Change %
+10.73%
% of All Funds
2.99%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
32
Increased
113
Reduced
64
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
26
FSM Wealth Advisors
Ohio
$28.2M +$3.52M +56,429 +15%
WWA
27
WCG Wealth Advisors
Nevada
$28.1M +$1.04M +16,603 +4%
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$27.9M +$2.88M +46,200 +12%
WAM
29
WNY Asset Management
New York
$26.1M -$2.41M -38,609 -9%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$25.1M +$1.41M +22,514 +6%
DWP
31
Daymark Wealth Partners
Ohio
$22.8M -$1.13M -18,142 -5%
AFA
32
Arlington Financial Advisors
California
$21.9M +$1.46M +23,455 +8%
CF
33
Convergence Financial
Missouri
$21.6M +$1.09M +17,464 +6%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$19.3M +$8.78M +140,642 +92%
TSWM
35
Triangle Securities Wealth Management
North Carolina
$15.7M +$144K +2,311 +1%
Stifel Financial
36
Stifel Financial
Missouri
$15.2M +$1.13M +18,141 +8%
PA
37
Prism Advisors
California
$14.5M -$723K -11,572 -5%
KW
38
Keyvantage Wealth
Pennsylvania
$13.2M +$426K +6,819 +3%
UW
39
Unique Wealth
Florida
$13.1M -$1.01M -16,152 -7%
Wells Fargo
40
Wells Fargo
California
$12.8M +$5.58M +89,326 +85%
SA
41
Sanctuary Advisors
Indiana
$12.1M -$3.79M -60,755 -25%
TSWM
42
Tyler-Stone Wealth Management
Ohio
$12.1M -$753K -12,061 -6%
PAG
43
Private Advisor Group
New Jersey
$12M +$2.16M +34,631 +23%
RWS
44
Resolute Wealth Strategies
Mississippi
$11.2M +$314K +5,031 +3%
AWA
45
ARQ Wealth Advisors
Arizona
$9.96M
BWM
46
BCGM Wealth Management
Indiana
$9.8M +$879K +14,078 +10%
WC
47
Weil Company
California
$9.57M +$5.13M +82,238 +129%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$9.12M +$2.4M +38,363 +38%
GCP
49
Gill Capital Partners
Colorado
$8.48M +$1.03M +16,539 +15%
CWA
50
Centerline Wealth Advisors
Kentucky
$8.33M +$7.94M +127,225 New

JAVA Hedge Fund Activity: Q2 2025 in Review

227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q2 2025, worth a combined $3.56B — up 13% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JAVA positions and 9 closed out — a net gain of 23 holders — while 113 added to existing stakes and 64 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.3M. The largest seller was Raymond James Financial, cutting an estimated $8.75M.

  • 227 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q2 2025, up from 205 in Q1 2025.
  • Funds reported $3.56B of JPMorgan Active Value ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 32 funds opened new JPMorgan Active Value ETF positions in Q2 2025 and 9 closed out, a net change of +23 holders.
  • The largest JPMorgan Active Value ETF buyer in Q2 2025 was LPL Financial, an estimated $68.3M added.
  • The largest JPMorgan Active Value ETF seller in Q2 2025 was Raymond James Financial, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2025.