JPMorgan Active Value ETF
JAVA
154 hedge funds and large institutions have $1.37B invested in JPMorgan Active Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 92 increasing their positions, 34 reducing their positions, and 13 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 34
32% more capital invested
Capital invested by funds: $1.04B → $1.37B (+$330M)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
1.37% more ownership
Funds ownership: 83.27% → 84.63% (+1.4%)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
2% less funds holding
Funds holding: 157 → 154 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$62.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$58.7M |
| 3 |
JP Morgan Chase
New York
|
+$32.9M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$13.7M |
| 5 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$14.6M |
| 2 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$7.07M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$3.22M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.49M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$1.41M |
JAVA Hedge Fund Activity: Q3 2024 in Review
154 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q3 2024, worth a combined $1.37B — up 32% from $1.04B a quarter earlier.
Fund positioning in JAVA was balanced in Q3 2024: 13 funds opened new positions, 13 closed out, 92 added to existing stakes and 34 trimmed.
The largest buyer was Ameriprise, adding an estimated $62.1M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $14.6M sold.
- 154 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q3 2024, down from 157 in Q2 2024.
- Funds reported $1.37B of JPMorgan Active Value ETF stock for Q3 2024, up 32% quarter-over-quarter.
- 13 funds opened new JPMorgan Active Value ETF positions in Q3 2024 and 13 closed out, a net change of 0 holders.
- The largest JPMorgan Active Value ETF buyer in Q3 2024 was Ameriprise, an estimated $62.1M added.
- The largest JPMorgan Active Value ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $14.6M sold.
Based on aggregated 13F filings for Q3 2024.