We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF
JAVA

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: 17 → 21 (+4)

12.85% more ownership

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

7% more funds holding

Funds holding: 191 → 205 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$208M
2
DWM
Dynasty Wealth Management
Florida
+$201M
3
SWP
Sagespring Wealth Partners
Tennessee
+$182M
4
LPL Financial
LPL Financial
California
+$67.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.6M

Top Sellers

Rank Fund Capital Flow
1
AWM
Avaii Wealth Management
Wisconsin
-$10.1M
2
CA
Crumly & Associates
Illinois
-$9.02M
3
SA
SFI Advisors
New Jersey
-$6.01M
4
RDFA
Ritter Daniher Financial Advisory
Ohio
-$5.33M
5
EH
Equitable Holdings
New York
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
201
Sound Income Strategies
Florida
$4K – – –
SS
202
SBI Securities
Japan
$2.6K +$130 +2 +5%
CA
203
Clearstead Advisors
Ohio
$2.24K -$652K -10,039 -100%
BCWM
204
Bartlett & Co Wealth Management
Ohio
$1.33K – – –
EWM
205
EPG Wealth Management
Georgia
$1.21K – – –
SA
206
SFI Advisors
New Jersey
– -$6.01M -94,992 Closed
FHC
207
First Heartland Consultants
Missouri
– -$2.53M -39,913 Closed
GWM
208
Greenwich Wealth Management
Connecticut
– -$532K -8,408 Closed
EFH
209
Eaton Financial Holdings
Florida
– -$305K -4,820 Closed
SMC
210
Smith, Moore & Co
Missouri
– -$218K -3,449 Closed
ACP
211
Aveo Capital Partners
Colorado
– -$206K -3,248 Closed
QCG
212
Quadrant Capital Group
Ohio
– -$25.3K -400 Closed
PA
213
PSI Advisors
Florida
– -$13.1K -208 Closed
PWA
214
Principia Wealth Advisory
Texas
– -$9.24K -146 Closed
5 6 7 8
9

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.