We are live on ! Find out more
JAVA icon

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
VWA
176
Visionary Wealth Advisors
Illinois
$351K -$43.3K -645 -11%
VH
177
Visionary Horizons
Tennessee
$350K +$341K +5,081 New
GWP
178
Gateway Wealth Partners
Wisconsin
$342K -$118K -1,755 -26%
AFG
179
Albion Financial Group
Utah
$334K
FPB
180
First PREMIER Bank
South Dakota
$325K
WIM
181
Westside Investment Management
California
$320K
NL
182
NWAM LLC
Washington
$317K +$2.08K +31 +0.7%
OHWP
183
Oak Harbor Wealth Partners
North Carolina
$312K -$38.9K -579 -11%
AWM
184
Axxcess Wealth Management
California
$299K +$67 +1 +0%
CFS
185
CRA Financial Services
New Jersey
$281K +$470 +7 +0.2%
MA
186
MBA Advisors
Pennsylvania
$280K -$33.6K -500 -11%
PGF
187
Plan Group Financial
Oklahoma
$237K +$231K +3,437 New
CAWM
188
Capital Advisors Wealth Management
Washington
$235K +$738 +11 +0.3%
AWM
189
AE Wealth Management
Kansas
$227K +$32.8K +488 +17%
SWRP
190
Summit Wealth & Retirement Planning
California
$219K
SPIA
191
Steward Partners Investment Advisory
New York
$214K +$27.2K +406 +15%
AWM
192
Apollon Wealth Management
South Carolina
$214K
SVWG
193
Shared Vision Wealth Group
United States
$205K +$199K +2,971 New
LGG
194
Luts & Greenleigh Group
Maryland
$200K +$195K +2,902 New
WTC
195
WhitTier Trust Company
Nevada
$142K -$3.29K -49 -2%
PA
196
Parallel Advisors
California
$127K
ACA
197
Aptus Capital Advisors
Alabama
$107K
PB
198
Pinnacle Bancorp
Nebraska
$99.2K +$10.1K +150 +12%
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$96.3K -$36.4K -542 -28%
PS
200
Principal Securities
Iowa
$64.6K +$1.07K +16 +2%

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.