JPMorgan Active Value ETF
JAVA
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.
440% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 5
94% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 35
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
29% more capital invested
Capital invested by funds: $673M → $868M (+$195M)
17% more funds holding
Funds holding: 117 → 137 (+20)
5.21% less ownership
Funds ownership: 85.91% → 80.71% (-5.2%)
Top Buyers
| 1 |
SC
Steph & Co
Marinette,
Wisconsin
|
+$34.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$24.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$21M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.7M |
| 5 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$11.8M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$38.6M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$2.05M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.44M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$944K |
| 5 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
-$903K |
JAVA Hedge Fund Activity: Q1 2024 in Review
137 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q1 2024, worth a combined $868M — up 29% from $673M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new JAVA positions and 5 closed out — a net gain of 22 holders — while 68 added to existing stakes and 35 trimmed.
The largest buyer was Steph & Co, opening a new position worth an estimated $34.2M. The largest seller was Morgan Stanley, cutting an estimated $38.6M.
- 137 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q1 2024, up from 117 in Q4 2023.
- Funds reported $868M of JPMorgan Active Value ETF stock for Q1 2024, up 29% quarter-over-quarter.
- 27 funds opened new JPMorgan Active Value ETF positions in Q1 2024 and 5 closed out, a net change of +22 holders.
- The largest JPMorgan Active Value ETF buyer in Q1 2024 was Steph & Co, an estimated $34.2M added.
- The largest JPMorgan Active Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $38.6M sold.
Based on aggregated 13F filings for Q1 2024.