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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
201
Atticus Wealth Management
Florida
$145K +$138K +2,207 New
WTC
202
WhitTier Trust Company
Nevada
$137K +$23.5K +377 +22%
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$127K +$121K +1,939 New
PA
204
Parallel Advisors
California
$121K
CSP
205
Cary Street Partners
Virginia
$119K +$13.2K +212 +13%
ACA
206
Aptus Capital Advisors
Alabama
$101K +$6.24K +100 +7%
PB
207
Pinnacle Bancorp
Nebraska
$84.4K +$43.7K +700 +119%
LFA
208
LGT Financial Advisors
Texas
$62.1K -$11.2K -179 -16%
PS
209
Principal Securities
Iowa
$60.3K +$34.1K +546 +146%
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$48.3K +$31.2K +500 +211%
AAS
211
Ameritas Advisory Services
Nebraska
$48.1K +$45.9K +735 New
CWM
212
Centricity Wealth Management
Ohio
$40K
TIM
213
Total Investment Management
Arizona
$39.8K +$37.9K +607 New
SWM
214
Spire Wealth Management
Virginia
$25.1K +$1.62K +26 +7%
AG
215
AmeriFlex Group
Nevada
$20.5K +$62 +1 +0.3%
MHR
216
Matthew Hamilton Rosenberg
$20.4K -$8.05K -129 -29%
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$15.7K
Simplex Trading
218
Simplex Trading
Illinois
$11K +$10.9K +175 New
WP
219
WealthShield Partners
North Carolina
$10.4K
S
220
SignatureFD
Georgia
$9.17K
RF
221
Rossby Financial
Florida
$7.99K
CFP
222
Comprehensive Financial Planning
Pennsylvania
$6.21K +$62 +1 +1%
SIS
223
Sound Income Strategies
Florida
$4.13K
SS
224
SBI Securities
Japan
$3.6K +$874 +14 +34%
AssetMark Inc
225
AssetMark Inc
California
$2.56K -$32.8K -525 -93%

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.