We are live on ! Find out more
JAVA icon

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
NCM
151
Northwest Capital Management
Oregon
$546K -$362K -5,802 -41%
NL
152
NVWM LLC
Pennsylvania
$524K
MFG
153
Merit Financial Group
Georgia
$523K +$499K +7,990 New
CSPIA
154
Cary Street Partners Investment Advisory
Virginia
$518K -$71.3K -1,142 -13%
HIP
155
HUB Investment Partners
Texas
$516K +$492K +7,881 New
FWP
156
Firethorn Wealth Partners
Georgia
$516K +$42.7K +684 +10%
AWAP
157
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$514K -$68.6K -1,098 -12%
TRCT
158
Tower Research Capital (TRC)
New York
$514K +$490K +7,841 New
FGA
159
Fortis Group Advisors
New Jersey
$506K +$482K +7,712 New
JWCA
160
J.W. Cole Advisors
Florida
$498K -$54.4K -872 -10%
CIS
161
Custom Index Systems
New York
$498K -$27.5K -440 -5%
Citigroup
162
Citigroup
New York
$494K +$471K +7,548 New
FCG
163
Financial Connections Group
California
$487K -$184K -2,949 -28%
TFS
164
Thoroughbred Financial Services
Tennessee
$468K -$38K -608 -8%
BFA
165
Bill Few Associates
Pennsylvania
$455K +$434K +6,949 New
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$455K +$315K +5,046 +267%
GM
167
GeoWealth Management
Illinois
$451K +$4.18K +67 +1%
IWC
168
Integrated Wealth Concepts
Massachusetts
$451K -$5.9M -94,468 -93%
SWP
169
Stratos Wealth Partners
Ohio
$449K +$6.62K +106 +2%
GWP
170
Gateway Wealth Partners
Wisconsin
$440K -$176K -2,811 -30%
AF
171
Advisornet Financial
Minnesota
$440K +$38.9K +623 +10%
IWM
172
IHT Wealth Management
Illinois
$435K +$206K +3,305 +99%
OC
173
Oppenheimer & Co
New York
$430K +$87.4K +1,399 +27%
GWSG
174
GPS Wealth Strategies Group
Colorado
$421K +$500 +8 +0.1%
SI
175
Stephens Inc
Arkansas
$410K

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.