JAVA icon

JPMorgan Active Value ETF
JAVA

Overview Fund Activity

203 hedge funds and large institutions have $3.13B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.76%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
29
Increased
112
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$853M
2
DWM
2
Dynasty Wealth Management
Florida
$197M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$178M
4
LPL Financial
4
LPL Financial
California
$246M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$75.6M

Top Sellers

1
AWM
1
Avaii Wealth Management
Wisconsin
$793K
2
CA
2
Crumly & Associates
Illinois
$4.44M
3
SA
3
SFI Advisors
New Jersey
$0
4
RDFA
4
Ritter Daniher Financial Advisory
Ohio
$2.19M
5
EH
5
Equitable Holdings
New York
$2.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$2.24K -$644K -10,039 -100%
BCWM
202
Bartlett & Co Wealth Management
Ohio
$1.33K – – –
EWM
203
EPG Wealth Management
Georgia
$1.21K – – –
SA
204
SFI Advisors
New Jersey
– -$6.01M -94,992 Closed
FHC
205
First Heartland Consultants
Missouri
– -$2.53M -39,913 Closed
GWM
206
Greenwich Wealth Management
Connecticut
– -$532K -8,408 Closed
EFH
207
Eaton Financial Holdings
Florida
– -$305K -4,820 Closed
SMC
208
Smith, Moore & Co
Missouri
– -$218K -3,449 Closed
ACP
209
Aveo Capital Partners
Colorado
– -$206K -3,248 Closed
QCG
210
Quadrant Capital Group
Ohio
– -$25.3K -400 Closed
PA
211
PSI Advisors
Florida
– -$13.1K -208 Closed
PWA
212
Principia Wealth Advisory
Texas
– -$9.24K -146 Closed
5 6 7 8
9