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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
OBWA
151
Oak Barrel Wealth Advisory
Virginia
$719K +$703K +10,027 New
IAA
152
Independence Asset Advisors
Pennsylvania
$710K +$307K +4,371 +79%
LGWM
153
Litman Gregory Wealth Management
California
$705K -$61.9K -883 -8%
VAM
154
Verity Asset Management
North Carolina
$703K +$41.3K +589 +6%
MA
155
Mutual Advisors
Nebraska
$699K -$16.2K -231 -2%
OIA
156
OneDigital Investment Advisors
Kansas
$679K +$2.74K +39 +0.4%
MA
157
MONECO Advisors
Connecticut
$667K +$10K +143 +2%
CSPIA
158
Cary Street Partners Investment Advisory
Virginia
$642K +$62K +884 +11%
SEIA
159
Signature Estate & Investment Advisors
California
$623K -$6.38K -91 -1%
MFG
160
Merit Financial Group
Georgia
$610K +$32.8K +467 +6%
OWP
161
Obermeyer Wealth Partners
Colorado
$600K – – –
NL
162
NVWM LLC
Pennsylvania
$574K – – –
JWCA
163
J.W. Cole Advisors
Florida
$556K +$18.7K +266 +4%
FWP
164
Firethorn Wealth Partners
Georgia
$547K -$15.7K -224 -3%
CPA
165
Clear Point Advisors
New York
$538K -$89.2K -1,272 -15%
GWSA
166
Global Wealth Strategies & Associates
Colorado
$536K -$91.1K -1,298 -15%
FCG
167
Financial Connections Group
California
$527K – – –
AF
168
Advisornet Financial
Minnesota
$509K +$8.63K +123 +2%
TCWM
169
Total Clarity Wealth Management
Illinois
$505K +$494K +7,044 New
FFA
170
Farther Finance Advisors
California
$498K -$84.3K -1,201 -15%
HIA
171
Harbor Investment Advisory
Maryland
$468K +$50.2K +715 +12%
SI
172
Stephens Inc
Arkansas
$468K +$18.2K +260 +4%
SWP
173
Stratos Wealth Partners
Ohio
$451K -$21K -300 -5%
SFC
174
Strategic Financial Concepts
Texas
$450K +$440K +6,271 New
SWM
175
SeaCrest Wealth Management
New York
$440K -$6.95K -99 -2%
5 6
7
8 9

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.