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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
5W
76
5T Wealth
California
$2.87M -$338K -5,413 -11%
CWM
77
CMH Wealth Management
New Hampshire
$2.82M -$50.6K -811 -2%
FHC
78
First Heartland Consultants
Missouri
$2.79M +$2.66M +42,523 New
AI
79
Atria Investments
North Carolina
$2.75M +$700K +11,216 +36%
CA
80
Crumly & Associates
Illinois
$2.66M -$1.83M -29,270 -42%
BOC
81
Blue Oak Capital
California
$2.53M -$54.2K -868 -2%
WWM
82
Western Wealth Management
Colorado
$2.49M -$7.62K -122 -0.3%
CIA
83
Concurrent Investment Advisors
Florida
$2.32M +$1.87M +29,898 +534%
CCB
84
Country Club Bank
Missouri
$2.3M +$168K +2,683 +8%
KWM
85
Kingsview Wealth Management
Oregon
$2.27M +$4.93K +79 +0.2%
EH
86
Equitable Holdings
New York
$2.22M -$112K -1,795 -5%
TWP
87
Triad Wealth Partners
Kansas
$2.19M +$870K +13,931 +71%
PWH
88
Priebe Wealth Holdings
Minnesota
$2.13M -$121K -1,936 -6%
CW
89
CreativeOne Wealth
Kansas
$2.1M -$221K -3,534 -10%
CAL
90
Capital Analysts LLC
Pennsylvania
$2.07M +$1.54M +24,695 +356%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$91.6K +1,467 +5%
RDFA
92
Ritter Daniher Financial Advisory
Ohio
$1.97M -$275K -4,398 -13%
Citadel Advisors
93
Citadel Advisors
Florida
$1.94M +$1.83M +29,292 +10,971%
AWS
94
Atria Wealth Solutions
New York
$1.93M -$239K -3,823 -11%
DADC
95
D.A. Davidson & Co
Montana
$1.78M -$398K -6,369 -19%
SMAM
96
Sugar Maple Asset Management
Wisconsin
$1.73M -$56.6K -907 -3%
SPG
97
Strategic Planning Group
Utah
$1.7M -$213K -3,413 -12%
TSMHT
98
Thurston Springer Miller Herd & Titak
Indiana
$1.69M +$1.54M +24,597 +1,922%
HWMO
99
Heritage Wealth Management (Ohio)
Ohio
$1.66M +$463K +7,419 +41%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$1.65M -$153K -2,456 -9%

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.