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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

225 hedge funds and large institutions have $3.53B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+22
Holders Change %
+10.84%
% of All Funds
3.02%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
32
Increased
111
Reduced
64
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$326M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$75.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$908M
4
Ameriprise
4
Ameriprise
Minnesota
$160M
5
SWP
5
Sagespring Wealth Partners
Tennessee
$201M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$17.4M
2
Raymond James Financial
2
Raymond James Financial
Florida
$50.4M
3
DWM
3
Dynasty Wealth Management
Florida
$195M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$451K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
26
WCG Wealth Advisors
Nevada
$28.1M +$1.09M +16,603 +4%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$27.9M +$3.03M +46,200 +12%
WAM
28
WNY Asset Management
New York
$26.1M -$2.53M -38,609 -9%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$25.1M +$1.47M +22,514 +6%
DWP
30
Daymark Wealth Partners
Ohio
$22.8M -$1.19M -18,142 -5%
AFA
31
Arlington Financial Advisors
California
$21.9M +$1.54M +23,455 +8%
CF
32
Convergence Financial
Missouri
$21.6M +$1.14M +17,464 +6%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$19.3M +$9.21M +140,642 +92%
Osaic Holdings
34
Osaic Holdings
Arizona
$17.4M -$10M -158,007 -37%
TSWM
35
Triangle Securities Wealth Management
North Carolina
$15.7M +$151K +2,311 +1%
Stifel Financial
36
Stifel Financial
Missouri
$15.2M +$1.19M +18,141 +8%
PA
37
Prism Advisors
California
$14.5M -$758K -11,572 -5%
KW
38
Keyvantage Wealth
Pennsylvania
$13.2M +$447K +6,819 +3%
UW
39
Unique Wealth
Florida
$13.1M -$1.06M -16,152 -7%
Wells Fargo
40
Wells Fargo
California
$12.8M +$5.85M +89,326 +85%
TSWM
41
Tyler-Stone Wealth Management
Ohio
$12.1M -$790K -12,061 -6%
PAG
42
Private Advisor Group
New Jersey
$12M +$2.27M +34,631 +23%
RWS
43
Resolute Wealth Strategies
Mississippi
$11.2M +$330K +5,031 +3%
AWA
44
ARQ Wealth Advisors
Arizona
$9.96M – – –
BWM
45
BCGM Wealth Management
Indiana
$9.8M +$922K +14,078 +10%
WC
46
Weil Company
California
$9.57M +$5.39M +82,238 +129%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$9.12M +$2.51M +38,363 +38%
GCP
48
Gill Capital Partners
Colorado
$8.48M +$1.08M +16,539 +15%
CWA
49
Centerline Wealth Advisors
Kentucky
$8.33M +$8.33M +127,225 New
ETC
50
Exchange Traded Concepts
Oklahoma
$7.86M +$1.55M +23,634 +25%
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