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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

153 hedge funds and large institutions have $1.37B invested in JPMorgan Active Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 92 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
2.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
13
Increased
92
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$91.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$61.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$88.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$75.6M
5
TSWM
5
Triangle Securities Wealth Management
North Carolina
$14.6M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$0
2
WAM
2
WNY Asset Management
New York
$27.1M
3
CA
3
Crumly & Associates
Illinois
$11.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.4M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$1.15M +$30.8K +480 +3%
BFA
77
Beaumont Financial Advisors
Massachusetts
$1.07M -$61.5K -960 -5%
IWM
78
IHT Wealth Management
Illinois
$1.05M +$69.1K +1,039 +7%
SMAM
79
Sugar Maple Asset Management
Wisconsin
$990K -$16.6K -259 -2%
WF
80
Wayfinding Financial
Washington
$965K +$244K +3,803 +34%
FA
81
Fagan Associates
New York
$965K +$965K +15,060 New
WC
82
Weil Company
California
$961K +$172K +2,691 +22%
NA
83
NewEdge Advisors
Louisiana
$925K -$3.14K -49 -0.3%
NCM
84
Northwest Capital Management
Oregon
$905K – – –
AG
85
Ascent Group
Virginia
$899K +$8.07K +126 +0.9%
LGWM
86
Litman Gregory Wealth Management
California
$874K +$125K +1,956 +17%
KCIC
87
Kuhn & Co Investment Counsel
Illinois
$869K +$78.2K +1,220 +10%
LSPW
88
Lake Street Private Wealth
Illinois
$840K +$125K +1,952 +17%
SPI
89
Sutton Place Investors
New York
$754K +$111K +1,735 +17%
KF
90
Krilogy Financial
Missouri
$693K -$28.1K -438 -4%
IA
91
IFP Advisors
Florida
$629K +$50.5K +788 +9%
FFA
92
Farther Finance Advisors
California
$625K +$196K +3,052 +46%
CPA
93
Clear Point Advisors
New York
$624K +$2.5K +39 +0.4%
Bank of America
94
Bank of America
North Carolina
$604K +$547K +8,541 +966%
OIA
95
OneDigital Investment Advisors
Kansas
$595K +$2.44K +38 +0.4%
GM
96
GeoWealth Management
Illinois
$593K +$103K +1,613 +21%
OWP
97
Obermeyer Wealth Partners
Colorado
$536K – – –
GWSG
98
GPS Wealth Strategies Group
Colorado
$530K +$577 +9 +0.1%
FCG
99
Financial Connections Group
California
$518K -$4.23K -66 -0.8%
NL
100
NVWM LLC
Pennsylvania
$513K +$256K +4,003 +100%
2 3
4
5 6