We are live on ! Find out more
JAVA icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
137
Holders Change
+20
Holders Change %
+17.09%
% of All Funds
1.97%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
27
Increased
68
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Steph & Co
Wisconsin
+$34.2M
2
LPL Financial
LPL Financial
California
+$24.3M
3
UBS Group
UBS Group
Switzerland
+$21M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.7M
5
CA
Crumly & Associates
Illinois
+$11.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$38.6M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$2.05M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.44M
4
AWM
Avior Wealth Management
Nebraska
-$944K
5
BWM
BCGM Wealth Management
Indiana
-$903K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$37.7K -$197K -3,480 -85%
LFA
127
LGT Financial Advisors
Texas
$35.2K -$3.12K -55 -9%
PB
128
Pinnacle Bancorp
Nebraska
$22K +$1.53K +27 +8%
WAS
129
Winch Advisory Services
Wisconsin
$16.8K – – –
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$14.2K +$13.4K +237 New
RIA
131
Realta Investment Advisors
Delaware
$12.6K +$11.9K +210 New
PA
132
PSI Advisors
Florida
$12.3K – – –
WP
133
WealthShield Partners
North Carolina
$9.52K +$9.02K +159 New
SWM
134
Spire Wealth Management
Virginia
$4.13K -$681 -12 -15%
AssetMark Inc
135
AssetMark Inc
California
$3.83K +$3.63K +64 New
Bank of America
136
Bank of America
North Carolina
$3.53K +$3.35K +59 New
BCWM
137
Bartlett & Co Wealth Management
Ohio
$1.26K – – –
CFG
138
Cooper Financial Group
California
– -$656K -11,801 Closed
ASN
139
Advisory Services Network
Georgia
– -$87.7K -1,577 Closed
Fidelity Investments
140
Fidelity Investments
Massachusetts
– -$5.17K -93 Closed
RAM
141
Riggs Asset Management
Pennsylvania
– -$2.17K -39 Closed
FMII
142
Farmers & Merchants Investments Inc
Nebraska
– -$556 -10 Closed
2 3 4 5
6

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.