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JPMorgan Active Value ETF

205 hedge funds and large institutions have $3.15B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 114 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more call options, than puts

Call options by funds: $661K | Put options by funds: $89K

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

185% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 40

52% more capital invested

Capital invested by funds: $2.07B → $3.15B (+$1.08B)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

12.85% more ownership

Funds ownership: 85.33%98.19% (+13%)

7% more funds holding

Funds holding: 191205 (+14)

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
2.75%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.28%
New
29
Increased
114
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$120K +$123K +1,893 New
PA
177
Parallel Advisors
California
$117K
WTC
178
WhitTier Trust Company
Nevada
$109K
CSP
179
Cary Street Partners
Virginia
$102K
ACA
180
Aptus Capital Advisors
Alabama
$91.9K +$52.6K +810 +127%
TSMHT
181
Thurston Springer Miller Herd & Titak
Indiana
$81.3K +$83.1K +1,280 New
LFA
182
LGT Financial Advisors
Texas
$71.7K -$8.51K -131 -10%
NEWAS
183
N.E.W. Advisory Services
Wisconsin
$50.8K +$51.9K +800 New
NP
184
NorthRock Partners
Minnesota
$45.9K +$46.9K +722 New
CWM
185
Centricity Wealth Management
Ohio
$38.8K
PB
186
Pinnacle Bancorp
Nebraska
$37.4K +$6.82K +105 +22%
AssetMark Inc
187
AssetMark Inc
California
$35.8K -$26.7K -412 -42%
MHR
188
Matthew Hamilton Rosenberg
$28K -$8.76K -135 -23%
PS
189
Principal Securities
Iowa
$23.7K
SWM
190
Spire Wealth Management
Virginia
$22.8K +$9.22K +142 +66%
AG
191
AmeriFlex Group
Nevada
$20K +$65 +1 +0.3%
Citadel Advisors
192
Citadel Advisors
Florida
$17K -$2.09M -32,239 -99%
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$15.2K -$10.5K -161 -40%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$15.1K
SIM
195
Synergy Investment Management
Florida
$11.9K
WP
196
WealthShield Partners
North Carolina
$10.1K
S
197
SignatureFD
Georgia
$8.9K
RF
198
Rossby Financial
Florida
$7.43K +$7.92K +122 New
FDW
199
Fourth Dimension Wealth
Ohio
$6.35K
CFP
200
Comprehensive Financial Planning
Pennsylvania
$6.01K

JAVA Hedge Fund Activity: Q1 2025 in Review

205 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q1 2025, worth a combined $3.15B — up 52% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new JAVA positions and 9 closed out — a net gain of 20 holders — while 114 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $208M. The largest seller was Avaii Wealth Management, cutting an estimated $10.1M.

  • 205 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q1 2025, up from 191 in Q4 2024.
  • Funds reported $3.15B of JPMorgan Active Value ETF stock for Q1 2025, up 52% quarter-over-quarter.
  • 29 funds opened new JPMorgan Active Value ETF positions in Q1 2025 and 9 closed out, a net change of +20 holders.
  • The largest JPMorgan Active Value ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $208M added.
  • The largest JPMorgan Active Value ETF seller in Q1 2025 was Avaii Wealth Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2025.