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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
CCFM
126
Clear Creek Financial Management
Washington
$876K +$18.1K +290 +2%
PWP
127
Private Wealth Partners
California
$861K
PTC
128
Private Trust Company
Ohio
$829K +$580K +9,283 +275%
SPI
129
Sutton Place Investors
New York
$828K -$33.5K -537 -4%
PW
130
PUREfi Wealth
Massachusetts
$766K +$314K +5,023 +75%
SWGC
131
Summit Wealth Group (Colorado)
Colorado
$766K +$730K +11,688 New
GLA
132
Good Life Advisors
Pennsylvania
$760K -$56.4K -904 -7%
KF
133
Krilogy Financial
Missouri
$746K -$6.81K -109 -0.9%
LGWM
134
Litman Gregory Wealth Management
California
$746K -$101K -1,611 -12%
ASN
135
Advisory Services Network
Georgia
$736K -$111K -1,784 -14%
SNWA
136
Siligmueller & Norvid Wealth Advisors
Illinois
$728K +$64.3K +1,029 +10%
TPWA
137
Twin Peaks Wealth Advisors
California
$695K +$26.7K +428 +4%
MA
138
Mutual Advisors
Nebraska
$695K -$37.9K -607 -6%
MEAC
139
M.E. Allison & Co
Texas
$679K -$9.43K -151 -1%
FPW
140
Fairvoy Private Wealth
Alabama
$666K -$8.49K -136 -1%
FFA
141
Farther Finance Advisors
California
$650K -$57.4K -920 -8%
WFAG
142
Worth Financial Advisory Group
North Carolina
$620K +$33.4K +535 +6%
IP
143
Ignite Planners
California
$617K +$58.8K +942 +11%
OIA
144
OneDigital Investment Advisors
Kansas
$615K +$2.19K +35 +0.4%
BAM
145
Belpointe Asset Management
Nevada
$602K +$37.1K +594 +7%
MA
146
MONECO Advisors
Connecticut
$587K +$3.25K +52 +0.6%
SEIA
147
Signature Estate & Investment Advisors
California
$577K +$550K +8,813 New
CPA
148
Clear Point Advisors
New York
$572K +$2K +32 +0.4%
IAA
149
Independence Asset Advisors
Pennsylvania
$550K +$231K +3,705 +79%
OWP
150
Obermeyer Wealth Partners
Colorado
$548K

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.