We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

227 hedge funds and large institutions have $3.56B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

77% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 64

13% more call options, than puts

Call options by funds: $341K | Put options by funds: $301K

13% more capital invested

Capital invested by funds: $3.15B → $3.56B (+$407M)

11% more funds holding

Funds holding: 205227 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.51% less ownership

Funds ownership: 98.19%96.67% (-1.5%)

Holders
227
Holders Change
+22
Holders Change %
+10.73%
% of All Funds
2.99%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
32
Increased
113
Reduced
64
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
51
Exchange Traded Concepts
Oklahoma
$7.86M +$1.48M +23,634 +25%
MWA
52
MN Wealth Advisors
Kansas
$7.84M -$250K -4,000 -3%
CFS
53
Commonwealth Financial Services
West Virginia
$7.35M +$559K +8,952 +9%
SWP
54
SIMA Wealth Partners
Virginia
$6.55M +$268K +4,297 +4%
MMA
55
Miracle Mile Advisors
California
$6.47M +$6.17M +98,789 New
DC
56
Davenport & Co
Virginia
$5.8M +$352K +5,643 +7%
GF
57
GGM Financials
Ohio
$5.55M -$17.5K -280 -0.3%
DP
58
Denver PWM
Colorado
$5.54M +$44.2K +708 +0.8%
BEI
59
Benjamin Edwards Inc
Missouri
$5.48M +$3.97M +63,578 +317%
GAM
60
Gemmer Asset Management
California
$5.33M +$153K +2,455 +3%
MML Investors Services
61
MML Investors Services
Massachusetts
$5.11M +$419K +6,710 +9%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$5.09M -$310K -4,966 -6%
CWMG
63
Compass Wealth Management (Georgia)
Georgia
$4.9M +$4.67M +74,815 New
NA
64
NewEdge Advisors
Louisiana
$4.75M +$3.62M +57,909 +394%
GRP
65
Global Retirement Partners
California
$4.33M +$4.13M +66,093 New
HI
66
Harbour Investments
Wisconsin
$4.29M +$166K +2,651 +4%
HighTower Advisors
67
HighTower Advisors
Illinois
$4.18M +$242K +3,880 +6%
PWM
68
Perigon Wealth Management
California
$3.93M +$417K +6,683 +13%
FA
69
Fagan Associates
New York
$3.52M +$178K +2,855 +6%
PIA
70
Perennial Investment Advisors
California
$3.5M +$2.46M +39,435 +282%
AWA
71
Arkadios Wealth Advisors
Georgia
$3.15M +$961K +15,396 +47%
FAIM
72
Financial Advocates Investment Management
Washington
$2.98M +$2.84M +45,433 New
CWP
73
Cyndeo Wealth Partners
Florida
$2.93M -$49.1K -786 -2%
SF
74
Synovus Financial
Georgia
$2.91M +$613K +9,816 +28%
GIA
75
Gladstone Institutional Advisory
Florida
$2.89M +$1.13M +18,052 +69%

JAVA Hedge Fund Activity: Q2 2025 in Review

227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q2 2025, worth a combined $3.56B — up 13% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JAVA positions and 9 closed out — a net gain of 23 holders — while 113 added to existing stakes and 64 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.3M. The largest seller was Raymond James Financial, cutting an estimated $8.75M.

  • 227 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q2 2025, up from 205 in Q1 2025.
  • Funds reported $3.56B of JPMorgan Active Value ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 32 funds opened new JPMorgan Active Value ETF positions in Q2 2025 and 9 closed out, a net change of +23 holders.
  • The largest JPMorgan Active Value ETF buyer in Q2 2025 was LPL Financial, an estimated $68.3M added.
  • The largest JPMorgan Active Value ETF seller in Q2 2025 was Raymond James Financial, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2025.