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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
RFP
201
Root Financial Partners
California
$55.7K +$54.2K +808 New
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$50.8K
LFA
203
LGT Financial Advisors
Texas
$48.2K -$16.8K -250 -26%
SWM
204
Spire Wealth Management
Virginia
$27.3K +$738 +11 +3%
FGAM
205
Financial Gravity Asset Management
Texas
$23K +$22.4K +334 New
MHR
206
Matthew Hamilton Rosenberg
$21.4K
AF
207
Allworth Financial
California
$20.5K +$19.9K +297 New
TSMHT
208
Thurston Springer Miller Herd & Titak
Indiana
$19.1K -$1.72M -25,600 -99%
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$16.5K
CSP
210
Cary Street Partners
Virginia
$16.3K -$106K -1,576 -87%
NS
211
NBC Securities
Alabama
$14.9K +$14.5K +216 New
CA
212
CoreCap Advisors
Michigan
$11.2K +$10.9K +163 New
WP
213
WealthShield Partners
North Carolina
$11K
S
214
SignatureFD
Georgia
$9.65K
RF
215
Rossby Financial
Florida
$8.44K
CFP
216
Comprehensive Financial Planning
Pennsylvania
$6.57K
SIS
217
Sound Income Strategies
Florida
$4.33K
SS
218
SBI Securities
Japan
$3.72K -$67 -1 -2%
AssetMark Inc
219
AssetMark Inc
California
$2.69K
CA
220
Clearstead Advisors
Ohio
$2.45K +$67 +1 +3%
DJSG
221
D.J. St. Germain
Massachusetts
$2.14K +$2.08K +31 New
FAIM
222
Financial Advocates Investment Management
Washington
-$2.98M -45,433 Closed
Citadel Advisors
223
Citadel Advisors
Florida
-$1.98M -29,559 Closed
SPG
224
Strategic Planning Group
Utah
-$1.7M -26,010 Closed
SWGC
225
Summit Wealth Group (Colorado)
Colorado
-$766K -11,688 Closed

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.