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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.62M -$3.19M -51,025 -67%
MWM
102
Mascagni Wealth Management
Mississippi
$1.62M -$149K -2,392 -9%
QWP
103
Quotient Wealth Partners
Texas
$1.59M +$219K +3,501 +17%
Mariner
104
Mariner
Kansas
$1.58M +$359K +5,749 +31%
AFG
105
Atomi Financial Group
New York
$1.57M +$1.5M +23,982 New
SG
106
StoneX Group
New York
$1.51M +$52.1K +834 +4%
MOS
107
MGO One Seven
Ohio
$1.5M +$1.43M +22,956 New
3IP
108
3Chopt Investment Partners
Virginia
$1.43M -$606K -9,699 -31%
WIM
109
WealthPlan Investment Management
Nebraska
$1.41M +$1.34M +21,463 New
AG
110
Ascent Group
Virginia
$1.4M +$59.8K +958 +5%
LI
111
LRI Investments
Florida
$1.4M +$187K +3,000 +16%
WA
112
WBH Advisory
Maryland
$1.36M +$1.3M +20,812 New
IA
113
IFP Advisors
Florida
$1.22M +$499K +7,989 +75%
AAS
114
Avantax Advisory Services
Texas
$1.22M +$387K +6,202 +50%
LC
115
Landaas & Company
Wisconsin
$1.18M +$855K +13,700 +314%
SOS
116
Silver Oak Securities
Tennessee
$1.18M -$19.5K -313 -2%
OP
117
ORG Partners
Indiana
$1.17M +$1.1M +17,585 New
BFA
118
Beaumont Financial Advisors
Massachusetts
$1.09M -$9.93K -159 -0.9%
WF
119
Wayfinding Financial
Washington
$1.06M -$31.9K -511 -3%
ACGA
120
Atlanta Consulting Group Advisors
Georgia
$1.04M +$103K +1,654 +12%
FAM
121
Frontier Asset Management
Wyoming
$1.04M -$15.2K -243 -2%
LSPW
122
Lake Street Private Wealth
Illinois
$998K +$15.3K +245 +2%
IA
123
IFG Advisory
Georgia
$986K +$160K +2,555 +20%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$931K +$604K +9,675 +213%
KCIC
125
Kuhn & Co Investment Counsel
Illinois
$888K -$125K -1,997 -13%

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.