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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
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$556K +$10.7K +159 +2%
MFG
152
Merit Financial Group
Georgia
$554K +$2.89K +43 +0.5%
NL
153
NVWM LLC
Pennsylvania
$552K
AWAP
154
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$544K +$2.75K +41 +0.5%
FWP
155
Firethorn Wealth Partners
Georgia
$541K -$1.61K -24 -0.3%
LI
156
LRI Investments
Florida
$517K -$930K -13,850 -65%
JWCA
157
J.W. Cole Advisors
Florida
$516K -$8.66K -129 -2%
FCG
158
Financial Connections Group
California
$507K -$5.17K -77 -1%
TFS
159
Thoroughbred Financial Services
Tennessee
$493K
AF
160
Advisornet Financial
Minnesota
$481K +$17.2K +257 +4%
AWM
161
Atticus Wealth Management
Florida
$480K +$319K +4,747 +215%
TRCT
162
Tower Research Capital (TRC)
New York
$474K -$65K -968 -12%
SWP
163
Stratos Wealth Partners
Ohio
$454K -$18.3K -272 -4%
OC
164
Oppenheimer & Co
New York
$454K +$1.01K +15 +0.2%
SI
165
Stephens Inc
Arkansas
$432K
SWM
166
SeaCrest Wealth Management
New York
$421K -$6.17K -92 -1%
AWM
167
Avaii Wealth Management
Wisconsin
$414K -$14.2K -212 -3%
HIA
168
Harbor Investment Advisory
Maryland
$401K
GM
169
GeoWealth Management
Illinois
$399K -$73.8K -1,100 -16%
PWP
170
Private Wealth Partners
California
$393K -$500K -7,450 -57%
Comerica Bank
171
Comerica Bank
Texas
$391K
PFS
172
Prospera Financial Services
Texas
$387K +$61.8K +921 +20%
IAA
173
Independence Asset Advisors
Pennsylvania
$381K -$193K -2,879 -34%
Creative Planning
174
Creative Planning
Kansas
$376K +$89.7K +1,337 +33%
GWM
175
Geneos Wealth Management
Colorado
$375K +$126K +1,871 +52%

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.