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JPMorgan Active Value ETF
JAVA

252 hedge funds and large institutions have $4.9B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 63

20% more capital invested

Capital invested by funds: $4.07B → $4.9B (+$830M)

14% more funds holding

Funds holding: 222 → 252 (+30)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

5.06% less ownership

Funds ownership: 97.79% → 92.73% (-5.1%)

Holders
252
Holders Change
+30
Holders Change %
+13.51%
% of All Funds
3.06%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
43
Increased
116
Reduced
63
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$311M
2
DWM
Dynasty Wealth Management
Florida
+$71.2M
3
LPL Financial
LPL Financial
California
+$37.3M
4
SWP
Sagespring Wealth Partners
Tennessee
+$24.9M
5
CWS
Confluence Wealth Services
Pennsylvania
+$14M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$17.6M
2
KW
Keyvantage Wealth
Pennsylvania
-$4.65M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.79M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.72M
5
AWM
Avior Wealth Management
Nebraska
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
126
Advisory Services Network
Georgia
$1.11M +$385K +5,487 +55%
BAM
127
Belpointe Asset Management
Nevada
$1.1M +$204K +2,910 +23%
SOS
128
Silver Oak Securities
Tennessee
$1.09M -$168K -2,396 -14%
MW
129
Merited Wealth
Florida
$1.04M +$1.02M +14,526 New
AFG
130
Atomi Financial Group
New York
$1.03M -$62.5K -891 -6%
FAM
131
Frontier Asset Management
Wyoming
$1.02M -$6.88K -98 -0.7%
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$1M -$276K -3,935 -22%
FPW
133
Fairvoy Private Wealth
Alabama
$999K +$249K +3,556 +34%
WFAG
134
Worth Financial Advisory Group
North Carolina
$989K +$189K +2,695 +24%
SPI
135
Sutton Place Investors
New York
$956K +$3.44K +49 +0.4%
HIP
136
HUB Investment Partners
Texas
$938K – – –
PW
137
PUREfi Wealth
Massachusetts
$913K -$9.75K -139 -1%
PTC
138
Private Trust Company
Ohio
$906K +$10.5K +149 +1%
TSMHT
139
Thurston Springer Miller Herd & Titak
Indiana
$904K +$865K +12,325 +4,449%
SL
140
Sentinus LLC
Illinois
$868K +$849K +12,101 New
KCIC
141
Kuhn & Co Investment Counsel
Illinois
$846K – – –
SWGC
142
Summit Wealth Group (Colorado)
Colorado
$838K +$820K +11,688 New
OC
143
Oppenheimer & Co
New York
$818K +$339K +4,826 +73%
Renaissance Technologies
144
Renaissance Technologies
New York
$782K -$126K -1,800 -14%
BFA
145
Bill Few Associates
Pennsylvania
$779K +$192K +2,731 +34%
SG
146
StoneX Group
New York
$755K -$925K -13,179 -56%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$751K -$336K -4,792 -31%
Citadel Advisors
148
Citadel Advisors
Florida
$747K +$731K +10,420 New
MEAC
149
M.E. Allison & Co
Texas
$743K – – –
RCAG
150
Rehmann Capital Advisory Group
Michigan
$722K +$706K +10,066 New
4 5
6
7 8

JAVA Hedge Fund Activity: Q4 2025 in Review

252 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q4 2025, worth a combined $4.9B — up 20% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JAVA positions and 10 closed out — a net gain of 33 holders — while 116 added to existing stakes and 63 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $311M. The largest seller was Integrated Wealth Concepts, cutting an estimated $17.6M.

  • 252 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q4 2025, up from 222 in Q3 2025.
  • Funds reported $4.9B of JPMorgan Active Value ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 43 funds opened new JPMorgan Active Value ETF positions in Q4 2025 and 10 closed out, a net change of +33 holders.
  • The largest JPMorgan Active Value ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $311M added.
  • The largest JPMorgan Active Value ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2025.