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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

98 hedge funds and large institutions have $463M invested in JPMorgan Active Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
98
Holders Change
+23
Holders Change %
+30.67%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
54
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$82.2M
2
AFA
2
Arlington Financial Advisors
California
$12.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$27.7M

Top Sellers

1
FCG
1
Financial Connections Group
California
$1.64M
2
AWM
2
Avior Wealth Management
Nebraska
$30.7M
3
KF
3
Krilogy Financial
Missouri
$786K
4
CW
4
CreativeOne Wealth
Kansas
$1.74M
5
CWM
5
CMH Wealth Management
New Hampshire
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
51
Lake Street Private Wealth
Illinois
$615K +$139K +2,705 +29%
LGWM
52
Litman Gregory Wealth Management
California
$605K – – –
CAN
53
Cetera Advisor Networks
California
$569K +$165K +3,212 +41%
WF
54
Wayfinding Financial
Washington
$537K +$64K +1,265 +14%
MML Investors Services
55
MML Investors Services
Massachusetts
$461K +$8.25K +161 +2%
AG
56
Ascent Group
Virginia
$451K +$451K +8,944 New
GRP
57
Global Retirement Partners
California
$415K -$10.7K -213 -3%
SFS
58
Security Financial Services
Indiana
$386K +$42.5K +829 +12%
FFA
59
Farther Finance Advisors
California
$378K +$19.4K +379 +5%
DC
60
Davenport & Co
Virginia
$350K +$91.7K +1,789 +35%
SOS
61
Silver Oak Securities
Tennessee
$348K +$25.5K +497 +8%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$315K +$6.2K +121 +2%
TFS
63
Thoroughbred Financial Services
Tennessee
$302K +$99.3K +1,939 +49%
GWSG
64
GPS Wealth Strategies Group
Colorado
$300K +$152K +2,962 +102%
KWM
65
Kingsview Wealth Management
Oregon
$298K +$298K +5,813 New
TCA
66
Transcend Capital Advisors
New Jersey
$277K +$277K +5,402 New
SWP
67
Stratos Wealth Partners
Ohio
$276K +$68.7K +1,340 +33%
PAG
68
Private Advisor Group
New Jersey
$265K +$265K +5,179 New
GIA
69
Gladstone Institutional Advisory
Florida
$264K +$264K +5,155 New
SPI
70
Sutton Place Investors
New York
$256K +$21.5K +420 +9%
NL
71
NWAM LLC
Washington
$248K +$248K +4,836 New
JWCA
72
J.W. Cole Advisors
Florida
$242K +$21.1K +412 +10%
SI
73
Stephens Inc
Arkansas
$240K +$240K +4,685 New
TSWM
74
Triangle Securities Wealth Management
North Carolina
$229K +$229K +4,462 New
TSWM
75
Tyler-Stone Wealth Management
Ohio
$221K +$152K +2,956 +218%
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