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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

117 hedge funds and large institutions have $673M invested in JPMorgan Active Value ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
117
Holders Change
+19
Holders Change %
+19.39%
% of All Funds
1.72%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
25
Increased
62
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.8M
2
LPL Financial
2
LPL Financial
California
$115M
3
CF
3
Convergence Financial
Missouri
$11.8M
4
AWM
4
Avior Wealth Management
Nebraska
$42.1M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$34.2M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$723K
2
KAS
2
KPP Advisory Services
Kentucky
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.9M
4
FCG
4
Financial Connections Group
California
$1.19M
5
CFG
5
Cooper Financial Group
California
$656K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Parallel Advisors
California
$102K – – –
ASN
102
Advisory Services Network
Georgia
$87.7K +$87.7K +1,577 New
Wells Fargo
103
Wells Fargo
California
$78.9K +$57.9K +1,041 +275%
WTC
104
WhitTier Trust Company
Nevada
$68.2K +$68.2K +1,226 New
FAM
105
Family Asset Management
South Carolina
$40.4K -$890 -16 -2%
MHR
106
Matthew Hamilton Rosenberg
$39.3K +$39.3K +707 New
LFA
107
LGT Financial Advisors
Texas
$35.7K -$61K -1,098 -63%
PB
108
Pinnacle Bancorp
Nebraska
$19K – – –
WAS
109
Winch Advisory Services
Wisconsin
$15.5K +$15.5K +280 New
PA
110
PSI Advisors
Florida
$11.4K +$111 +2 +1%
ACA
111
Aptus Capital Advisors
Alabama
$5.56K – – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$5.17K +$5.12K +92 +9,200%
SWM
113
Spire Wealth Management
Virginia
$4.47K -$1.65K -30 -27%
RAM
114
Riggs Asset Management
Pennsylvania
$2.17K – – –
BCWM
115
Bartlett & Co Wealth Management
Ohio
$1.17K +$1.17K +21 New
BC
116
Bartlett & Co
Ohio
$1K +$1K +21 New
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$556 +$556 +10 New
KAS
118
KPP Advisory Services
Kentucky
– -$1.54M -30,008 Closed
KWM
119
Kingsview Wealth Management
Oregon
– -$298K -5,813 Closed
FAIM
120
Financial Advocates Investment Management
Washington
– -$204K -3,979 Closed
RIA
121
Realta Investment Advisors
Delaware
– -$11.4K -215 Closed
GBT
122
Grove Bank & Trust
Florida
– -$10.3K -200 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
– -$666 -13 Closed
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