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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

224 hedge funds and large institutions have $3.53B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 63 reducing their positions, and 9 closing their positions.

Holders
224
Holders Change
+21
Holders Change %
+10.34%
% of All Funds
3.01%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
32
Increased
111
Reduced
63
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$326M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$75.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$908M
4
Ameriprise
4
Ameriprise
Minnesota
$160M
5
SWP
5
Sagespring Wealth Partners
Tennessee
$201M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$17.4M
2
Raymond James Financial
2
Raymond James Financial
Florida
$50.4M
3
DWM
3
Dynasty Wealth Management
Florida
$195M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$451K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
76
First Heartland Consultants
Missouri
$2.79M 42,523 +42,523 New
AI
77
Atria Investments
North Carolina
$2.75M 41,973 +11,216 +36%
CA
78
Crumly & Associates
Illinois
$2.66M 40,571 -29,270 -42%
BOC
79
Blue Oak Capital
California
$2.53M 38,569 -868 -2%
WWM
80
Western Wealth Management
Colorado
$2.49M 37,959 -122 -0.3%
CIA
81
Concurrent Investment Advisors
Florida
$2.32M 35,495 +29,898 +534%
CCB
82
Country Club Bank
Missouri
$2.3M 35,173 +2,683 +8%
KWM
83
Kingsview Wealth Management
Oregon
$2.27M 34,672 +79 +0.2%
EH
84
Equitable Holdings
New York
$2.22M 33,935 -1,795 -5%
TWP
85
Triad Wealth Partners
Kansas
$2.19M 33,467 +13,931 +71%
PWH
86
Priebe Wealth Holdings
Minnesota
$2.13M 32,577 -1,936 -6%
CW
87
CreativeOne Wealth
Kansas
$2.1M 32,037 -3,534 -10%
CAL
88
Capital Analysts LLC
Pennsylvania
$2.07M 31,637 +24,695 +356%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$2.04M 30,535 +1,467 +5%
RDFA
90
Ritter Daniher Financial Advisory
Ohio
$1.97M 30,062 -4,398 -13%
Citadel Advisors
91
Citadel Advisors
Florida
$1.94M 29,559 +29,292 +10,971%
AWS
92
Atria Wealth Solutions
New York
$1.93M 29,469 -3,823 -11%
DADC
93
D.A. Davidson & Co
Montana
$1.78M 27,113 -6,369 -19%
SMAM
94
Sugar Maple Asset Management
Wisconsin
$1.73M 26,357 -907 -3%
SPG
95
Strategic Planning Group
Utah
$1.7M 26,010 -3,413 -12%
TSMHT
96
Thurston Springer Miller Herd & Titak
Indiana
$1.69M 25,877 +24,597 +1,922%
HWMO
97
Heritage Wealth Management (Ohio)
Ohio
$1.66M 25,358 +7,419 +41%
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$1.65M 25,229 -2,456 -9%
MWM
99
Mascagni Wealth Management
Mississippi
$1.62M 24,676 -2,392 -9%
QWP
100
Quotient Wealth Partners
Texas
$1.59M 24,223 +3,501 +17%
2 3
4
5 6