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JPMorgan Active Value ETF

222 hedge funds and large institutions have $4.07B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.56B → $4.07B (+$508M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.12% more ownership

Funds ownership: 96.67%97.79% (+1.1%)

2% less funds holding

Funds holding: 227222 (-5)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

33% less call options, than puts

Call options by funds: $276K | Put options by funds: $414K

Holders
222
Holders Change
-5
Holders Change %
-2.2%
% of All Funds
2.91%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
18
Increased
111
Reduced
66
Closed
16
Calls
$276K
Puts
$414K
Net Calls
-$138K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$861K -$11.9K -178 -1%
BAM
127
Belpointe Asset Management
Nevada
$859K +$219K +3,261 +35%
KCIC
128
Kuhn & Co Investment Counsel
Illinois
$813K -$119K -1,767 -13%
WFAG
129
Worth Financial Advisory Group
North Carolina
$766K +$110K +1,636 +17%
LGWM
130
Litman Gregory Wealth Management
California
$739K -$45.3K -675 -6%
TPWA
131
Twin Peaks Wealth Advisors
California
$737K +$11.5K +171 +2%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$724K +$705K +10,502 New
FPW
133
Fairvoy Private Wealth
Alabama
$715K +$13.8K +206 +2%
MEAC
134
M.E. Allison & Co
Texas
$715K
GWSG
135
GPS Wealth Strategies Group
Colorado
$700K +$250K +3,732 +58%
MA
136
Mutual Advisors
Nebraska
$693K -$26.6K -397 -4%
IP
137
Ignite Planners
California
$689K +$45.8K +683 +7%
ASN
138
Advisory Services Network
Georgia
$688K -$82.5K -1,229 -11%
TW
139
Traveka Wealth
California
$659K +$641K +9,553 New
OIA
140
OneDigital Investment Advisors
Kansas
$650K +$2.28K +34 +0.4%
VAM
141
Verity Asset Management
North Carolina
$635K +$618K +9,210 New
MA
142
MONECO Advisors
Connecticut
$631K +$12.8K +190 +2%
SEIA
143
Signature Estate & Investment Advisors
California
$606K -$2.08K -31 -0.4%
GWSA
144
Global Wealth Strategies & Associates
Colorado
$605K +$589K +8,778 New
CPA
145
Clear Point Advisors
New York
$605K +$2.21K +33 +0.4%
OWP
146
Obermeyer Wealth Partners
Colorado
$577K
NCM
147
Northwest Capital Management
Oregon
$575K
FFA
148
Farther Finance Advisors
California
$562K -$119K -1,772 -18%
BFA
149
Bill Few Associates
Pennsylvania
$561K +$79.1K +1,179 +17%
Jane Street
150
Jane Street
New York
$558K +$543K +8,088 New

JAVA Hedge Fund Activity: Q3 2025 in Review

222 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q3 2025, worth a combined $4.07B — up 14% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JAVA positions and 16 closed out — a net gain of 2 holders — while 111 added to existing stakes and 66 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $141M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $39.4M.

  • 222 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q3 2025, down from 227 in Q2 2025.
  • Funds reported $4.07B of JPMorgan Active Value ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 18 funds opened new JPMorgan Active Value ETF positions in Q3 2025 and 16 closed out, a net change of +2 holders.
  • The largest JPMorgan Active Value ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $141M added.
  • The largest JPMorgan Active Value ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2025.