JAVA icon

JPMorgan Active Value ETF
JAVA

Overview Fund Activity

137 hedge funds and large institutions have $868M invested in JPMorgan Active Value ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+20
Holders Change %
+17.09%
% of All Funds
1.99%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
27
Increased
68
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Steph & Co
Wisconsin
$36.1M
2
LPL Financial
2
LPL Financial
California
$149M
3
UBS Group
3
UBS Group
Switzerland
$34.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.7M
5
CA
5
Crumly & Associates
Illinois
$13.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.5M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$15.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$7.4M
4
AWM
4
Avior Wealth Management
Nebraska
$44.3M
5
BWM
5
BCGM Wealth Management
Indiana
$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
76
Aveo Capital Partners
Colorado
$757K +$757K +12,948 New
AG
77
Ascent Group
Virginia
$720K +$8.8K +147 +1%
KF
78
Krilogy Financial
Missouri
$707K -$66.4K -1,109 -9%
DC
79
Davenport & Co
Virginia
$702K +$129K +2,159 +23%
SOS
80
Silver Oak Securities
Tennessee
$689K +$331K +5,524 +92%
WF
81
Wayfinding Financial
Washington
$670K -$37.4K -632 -5%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$660K +$660K +11,017 New
KCIC
83
Kuhn & Co Investment Counsel
Illinois
$640K +$302K +5,035 +89%
CPA
84
Clear Point Advisors
New York
$598K -$299 -5 -0.1%
HighTower Advisors
85
HighTower Advisors
Illinois
$580K -$96.5K -1,613 -14%
FCG
86
Financial Connections Group
California
$565K -$717K -11,969 -56%
IA
87
IFP Advisors
Florida
$538K +$71.6K +1,195 +15%
KAS
88
KPP Advisory Services
Kentucky
$507K +$507K +8,472 New
GWSG
89
GPS Wealth Strategies Group
Colorado
$495K -$51K -852 -9%
ACGA
90
Atlanta Consulting Group Advisors
Georgia
$479K +$479K +8,002 New
GM
91
GeoWealth Management
Illinois
$462K -$320K -5,341 -41%
FFA
92
Farther Finance Advisors
California
$422K -$29.5K -494 -7%
GRP
93
Global Retirement Partners
California
$417K +$6.89K +115 +2%
GWP
94
Gateway Wealth Partners
Wisconsin
$406K +$141K +2,348 +53%
SPI
95
Sutton Place Investors
New York
$394K +$70.7K +1,181 +22%
SFS
96
Security Financial Services
Indiana
$380K -$58K -969 -13%
SI
97
Stephens Inc
Arkansas
$375K +$46.7K +780 +14%
TCA
98
Transcend Capital Advisors
New Jersey
$343K -$5.75K -96 -2%
RJT
99
Raymond James Trust
Florida
$334K +$36.2K +605 +12%
TFS
100
Thoroughbred Financial Services
Tennessee
$307K -$7K -117 -2%
2 3
4
5 6