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JPMorgan Active Value ETF
JAVA

191 hedge funds and large institutions have $2.07B invested in JPMorgan Active Value ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,050% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 2

257% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 28

51% more capital invested

Capital invested by funds: $1.37B → $2.07B (+$698M)

24% more funds holding

Funds holding: 154 → 191 (+37)

0.7% more ownership

Funds ownership: 84.63% → 85.33% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
2.52%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
43
Increased
100
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$580M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.2M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$16.2M
4
LPL Financial
LPL Financial
California
+$15.5M
5
WWA
WCG Wealth Advisors
Nevada
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$60.5M
2
SPG
Strategic Planning Group
Utah
-$9.5M
3
RDFA
Ritter Daniher Financial Advisory
Ohio
-$8.08M
4
SF
Synovus Financial
Georgia
-$2.35M
5
VWA
Visionary Wealth Advisors
Illinois
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
51
GGM Financials
Ohio
$5.32M +$277K +4,230 +5%
GAM
52
Gemmer Asset Management
California
$4.98M -$202K -3,080 -4%
MA
53
Mutual Advisors
Nebraska
$4.83M +$73.5K +1,121 +2%
Wells Fargo
54
Wells Fargo
California
$4.74M +$3.4M +51,948 +226%
MML Investors Services
55
MML Investors Services
Massachusetts
$4.71M -$163K -2,494 -3%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$4.37M +$3M +45,811 +197%
Jane Street
57
Jane Street
New York
$4.2M +$4.35M +66,346 New
DP
58
Denver PWM
Colorado
$4.16M +$1.66M +25,356 +63%
RWS
59
Resolute Wealth Strategies
Mississippi
$3.95M +$46K +702 +1%
HI
60
Harbour Investments
Wisconsin
$3.88M +$1.63M +24,887 +68%
5W
61
5T Wealth
California
$3.45M +$3.58M +54,547 New
HighTower Advisors
62
HighTower Advisors
Illinois
$3.42M +$69K +1,052 +2%
PWM
63
Perigon Wealth Management
California
$3.34M +$794K +12,115 +31%
SPG
64
Strategic Planning Group
Utah
$3.27M -$9.5M -144,885 -74%
AWAP
65
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.98M +$180K +2,752 +6%
FA
66
Fagan Associates
New York
$2.94M +$2.06M +31,401 +209%
BOC
67
Blue Oak Capital
California
$2.84M +$2.94M +44,843 New
CWM
68
CMH Wealth Management
New Hampshire
$2.8M -$306K -4,670 -10%
CW
69
CreativeOne Wealth
Kansas
$2.71M +$300K +4,582 +12%
FHC
70
First Heartland Consultants
Missouri
$2.53M +$2.62M +39,913 New
DC
71
Davenport & Co
Virginia
$2.35M +$1.08M +16,448 +80%
SF
72
Synovus Financial
Georgia
$2.19M -$2.35M -35,818 -51%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$2.14M +$195K +2,980 +10%
DADC
74
D.A. Davidson & Co
Montana
$2.09M +$234K +3,567 +12%
VWA
75
Visionary Wealth Advisors
Illinois
$2.08M -$1.85M -28,272 -46%
1 2
3
4 5

JAVA Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q4 2024, worth a combined $2.07B — up 51% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JAVA positions and 2 closed out — a net gain of 41 holders — while 100 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $580M. The largest seller was Citadel Advisors, cutting an estimated $60.5M.

  • 191 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q4 2024, up from 154 in Q3 2024.
  • Funds reported $2.07B of JPMorgan Active Value ETF stock for Q4 2024, up 51% quarter-over-quarter.
  • 43 funds opened new JPMorgan Active Value ETF positions in Q4 2024 and 2 closed out, a net change of +41 holders.
  • The largest JPMorgan Active Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $580M added.
  • The largest JPMorgan Active Value ETF seller in Q4 2024 was Citadel Advisors, an estimated $60.5M sold.

Based on aggregated 13F filings for Q4 2024.