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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

75 hedge funds and large institutions have $338M invested in JPMorgan Active Value ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
36
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$42.2M
2
RJA
2
Raymond James & Associates
Florida
$18.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
DWP
5
Daymark Wealth Partners
Ohio
$7.59M

Top Sellers

1
AWM
1
Avior Wealth Management
Nebraska
$32M
2
FCG
2
Financial Connections Group
California
$12.1M
3
CWM
3
CMH Wealth Management
New Hampshire
$2.49M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.1M
5
MTWM
5
Masso Torrence Wealth Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
51
Silver Oak Securities
Tennessee
$335K +$1.6K +30 +0.5%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$321K +$57.1K +1,074 +22%
DC
53
Davenport & Co
Virginia
$268K +$268K +5,042 New
SPI
54
Sutton Place Investors
New York
$243K +$18.5K +349 +8%
JWCA
55
J.W. Cole Advisors
Florida
$229K +$229K +4,306 New
FAIM
56
Financial Advocates Investment Management
Washington
$217K +$106 +2 +0%
SWP
57
Stratos Wealth Partners
Ohio
$215K +$215K +4,041 New
TFS
58
Thoroughbred Financial Services
Tennessee
$210K +$210K +3,960 New
GWSG
59
GPS Wealth Strategies Group
Colorado
$154K +$154K +2,900 New
LFA
60
LGT Financial Advisors
Texas
$144K +$91.8K +1,728 +178%
CAL
61
Capital Analysts LLC
Pennsylvania
$136K +$638 +12 +0.5%
NA
62
NewEdge Advisors
Louisiana
$117K – – –
HIA
63
Harbor Investment Advisory
Maryland
$106K +$23.1K +434 +28%
PTC
64
Private Trust Company
Ohio
$79.9K +$21.5K +404 +37%
TSWM
65
Tyler-Stone Wealth Management
Ohio
$72K +$72K +1,353 New
IA
66
IFP Advisors
Florida
$66.2K +$16.2K +304 +32%
FAM
67
Family Asset Management
South Carolina
$36.5K -$9.57K -180 -21%
RDFA
68
Ritter Daniher Financial Advisory
Ohio
$35.6K +$35.6K +670 New
SPIA
69
Steward Partners Investment Advisory
New York
$33.1K -$286K -5,383 -90%
HI
70
Harbour Investments
Wisconsin
$20K +$10.8K +204 +118%
RIA
71
Realta Investment Advisors
Delaware
$11.4K +$11.4K +215 New
PA
72
PSI Advisors
Florida
$10.8K +$53 +1 +0.5%
SWM
73
Spire Wealth Management
Virginia
$3.14K -$4.36K -82 -58%
TC
74
Truvestments Capital
Florida
$1.28K – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$53 +$53 +1 New
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3
4