JPMorgan Active Value ETF
JAVA
191 hedge funds and large institutions have $2.07B invested in JPMorgan Active Value ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 28 reducing their positions, and 2 closing their positions.
2,050% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 2
257% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 28
51% more capital invested
Capital invested by funds: $1.37B → $2.07B (+$698M)
24% more funds holding
Funds holding: 154 → 191 (+37)
0.7% more ownership
Funds ownership: 84.63% → 85.33% (+0.7%)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$580M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$21.2M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$16.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$15.5M |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$60.5M |
| 2 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
-$9.5M |
| 3 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
-$8.08M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$2.35M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$1.85M |
JAVA Hedge Fund Activity: Q4 2024 in Review
191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q4 2024, worth a combined $2.07B — up 51% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new JAVA positions and 2 closed out — a net gain of 41 holders — while 100 added to existing stakes and 28 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $580M. The largest seller was Citadel Advisors, cutting an estimated $60.5M.
- 191 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q4 2024, up from 154 in Q3 2024.
- Funds reported $2.07B of JPMorgan Active Value ETF stock for Q4 2024, up 51% quarter-over-quarter.
- 43 funds opened new JPMorgan Active Value ETF positions in Q4 2024 and 2 closed out, a net change of +41 holders.
- The largest JPMorgan Active Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $580M added.
- The largest JPMorgan Active Value ETF seller in Q4 2024 was Citadel Advisors, an estimated $60.5M sold.
Based on aggregated 13F filings for Q4 2024.