JPMorgan Active Value ETF
JAVA
205 hedge funds and large institutions have $3.15B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 114 increasing their positions, 40 reducing their positions, and 9 closing their positions.
643% more call options, than puts
Call options by funds: $661K | Put options by funds: $89K
222% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 9
185% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 40
52% more capital invested
Capital invested by funds: $2.07B → $3.15B (+$1.08B)
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
12.85% more ownership
Funds ownership: 85.33% → 98.19% (+13%)
7% more funds holding
Funds holding: 191 → 205 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$208M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$201M |
| 3 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$182M |
| 4 |
LPL Financial
San Diego,
California
|
+$67.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$63.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
-$10.1M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$9.02M |
| 3 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$6.01M |
| 4 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
-$5.33M |
| 5 |
EH
Equitable Holdings
New York
|
-$4.78M |
JAVA Hedge Fund Activity: Q1 2025 in Review
205 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q1 2025, worth a combined $3.15B — up 52% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new JAVA positions and 9 closed out — a net gain of 20 holders — while 114 added to existing stakes and 40 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $208M. The largest seller was Avaii Wealth Management, cutting an estimated $10.1M.
- 205 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q1 2025, up from 191 in Q4 2024.
- Funds reported $3.15B of JPMorgan Active Value ETF stock for Q1 2025, up 52% quarter-over-quarter.
- 29 funds opened new JPMorgan Active Value ETF positions in Q1 2025 and 9 closed out, a net change of +20 holders.
- The largest JPMorgan Active Value ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $208M added.
- The largest JPMorgan Active Value ETF seller in Q1 2025 was Avaii Wealth Management, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2025.