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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
AWM
176
Avaii Wealth Management
Wisconsin
$407K -$391K -6,262 -50%
SWM
177
SeaCrest Wealth Management
New York
$404K +$56.8K +909 +17%
HIA
178
Harbor Investment Advisory
Maryland
$381K +$37.8K +605 +12%
VWA
179
Visionary Wealth Advisors
Illinois
$375K -$201K -3,225 -36%
Comerica Bank
180
Comerica Bank
Texas
$372K -$24.5K -392 -6%
BAWC
181
Boyce & Associates Wealth Consulting
Texas
$336K +$320K +5,122 New
OHWP
182
Oak Harbor Wealth Partners
North Carolina
$334K +$69.4K +1,111 +28%
FTUS
183
Flow Traders U.S.
New York
$324K +$309K +4,950 New
AFG
184
Albion Financial Group
Utah
$318K
FPB
185
First PREMIER Bank
South Dakota
$309K +$295K +4,718 New
PFS
186
Prospera Financial Services
Texas
$307K +$70.1K +1,122 +32%
WIM
187
Westside Investment Management
California
$307K
MA
188
MBA Advisors
Pennsylvania
$299K -$5.68K -91 -2%
NL
189
NWAM LLC
Washington
$298K -$51.7K -828 -15%
AWM
190
Axxcess Wealth Management
California
$284K +$270K +4,332 New
Creative Planning
191
Creative Planning
Kansas
$269K +$257K +4,113 New
CFS
192
CRA Financial Services
New Jersey
$266K +$45.3K +725 +22%
Renaissance Technologies
193
Renaissance Technologies
New York
$249K +$237K +3,800 New
GWM
194
Geneos Wealth Management
Colorado
$233K -$215K -3,443 -49%
CAWM
195
Capital Advisors Wealth Management
Washington
$222K -$2.37K -38 -1%
SWRP
196
Summit Wealth & Retirement Planning
California
$208K
AWM
197
Apollon Wealth Management
South Carolina
$203K +$194K +3,100 New
AWM
198
AE Wealth Management
Kansas
$184K
SPIA
199
Steward Partners Investment Advisory
New York
$177K -$4.81K -77 -3%
US Bancorp
200
US Bancorp
Minnesota
$151K +$144K +2,311 New

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.