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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
AWM
176
Atticus Wealth Management
Florida
$439K -$58.4K -833 -12%
IA
177
Integrity Alliance
Iowa
$424K +$414K +5,908 New
TFS
178
Thoroughbred Financial Services
Tennessee
$423K -$87.7K -1,250 -17%
PA
179
Procyon Advisors
Connecticut
$423K +$413K +5,894 New
SPIA
180
Steward Partners Investment Advisory
New York
$418K +$191K +2,720 +87%
WP
181
WealthPLAN Partners
Nebraska
$416K +$407K +5,801 New
IFG
182
Independent Financial Group
California
$408K +$399K +5,692 New
AWM
183
Avaii Wealth Management
Wisconsin
$405K -$25.3K -361 -6%
GWP
184
Gateway Wealth Partners
Wisconsin
$400K +$42.9K +612 +12%
GM
185
GeoWealth Management
Illinois
$399K -$15.6K -223 -4%
Comerica Bank
186
Comerica Bank
Texas
$381K -$25.5K -364 -6%
Creative Planning
187
Creative Planning
Kansas
$381K -$9.82K -140 -3%
VWA
188
Visionary Wealth Advisors
Illinois
$365K – – –
AFG
189
Albion Financial Group
Utah
$348K – – –
OHWP
190
Oak Harbor Wealth Partners
North Carolina
$345K +$20.3K +289 +6%
PGF
191
Plan Group Financial
Oklahoma
$341K +$92.3K +1,316 +38%
FPB
192
First PREMIER Bank
South Dakota
$338K – – –
WIM
193
Westside Investment Management
California
$336K – – –
Truist Financial
194
Truist Financial
North Carolina
$322K +$315K +4,484 New
AWM
195
Axxcess Wealth Management
California
$311K – – –
IWC
196
Integrated Wealth Concepts
Massachusetts
$308K -$17.6M -251,549 -98%
AWAP
197
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$305K -$255K -3,640 -46%
AWM
198
AE Wealth Management
Kansas
$303K +$65K +926 +28%
MA
199
MBA Advisors
Pennsylvania
$292K – – –
EA
200
Eclectic Associates
California
$292K +$285K +4,065 New
6 7
8
9 10

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.