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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

203 hedge funds and large institutions have $3.13B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.76%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
29
Increased
112
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$853M
2
DWM
2
Dynasty Wealth Management
Florida
$197M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$178M
4
LPL Financial
4
LPL Financial
California
$246M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$75.6M

Top Sellers

1
AWM
1
Avaii Wealth Management
Wisconsin
$793K
2
CA
2
Crumly & Associates
Illinois
$4.44M
3
SA
3
SFI Advisors
New Jersey
$0
4
RDFA
4
Ritter Daniher Financial Advisory
Ohio
$2.19M
5
EH
5
Equitable Holdings
New York
$2.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$2.19M -$5.21M -82,050 -70%
DADC
77
D.A. Davidson & Co
Montana
$2.13M +$31.1K +490 +1%
AWS
78
Atria Wealth Solutions
New York
$2.12M +$716K +11,275 +51%
AWA
79
Arkadios Wealth Advisors
Georgia
$2.07M +$318K +4,997 +18%
CCB
80
Country Club Bank
Missouri
$2.05M +$318K +5,039 +18%
3IP
81
3Chopt Investment Partners
Virginia
$2M +$424K +6,676 +27%
AI
82
Atria Investments
North Carolina
$1.95M +$207K +3,252 +12%
SPG
83
Strategic Planning Group
Utah
$1.87M -$1.42M -22,278 -43%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$1.85M +$32.3K +509 +2%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$1.76M -$387K -6,083 -18%
SMAM
86
Sugar Maple Asset Management
Wisconsin
$1.73M +$564K +8,875 +48%
MWM
87
Mascagni Wealth Management
Mississippi
$1.72M – – –
GIA
88
Gladstone Institutional Advisory
Florida
$1.66M +$946K +14,895 +133%
SG
89
StoneX Group
New York
$1.41M +$227K +3,574 +19%
QWP
90
Quotient Wealth Partners
Texas
$1.32M +$1.32M +20,722 New
AG
91
Ascent Group
Virginia
$1.3M +$369K +5,814 +40%
BEI
92
Benjamin Edwards Inc
Missouri
$1.27M -$225K -3,537 -15%
TWP
93
Triad Wealth Partners
Kansas
$1.24M +$703K +11,070 +131%
LI
94
LRI Investments
Florida
$1.17M +$594K +9,350 +104%
Mariner
95
Mariner
Kansas
$1.17M +$1.17M +18,347 New
SOS
96
Silver Oak Securities
Tennessee
$1.15M +$2.33K +37 +0.2%
HWMO
97
Heritage Wealth Management (Ohio)
Ohio
$1.14M +$299K +4,706 +36%
WF
98
Wayfinding Financial
Washington
$1.07M -$35.3K -556 -3%
BFA
99
Beaumont Financial Advisors
Massachusetts
$1.07M – – –
FAM
100
Frontier Asset Management
Wyoming
$1.03M +$1.03M +16,154 New
2 3
4
5 6