We are live on ! Find out more
JAVA icon

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
CIBC World Market
201
CIBC World Market
Ontario, Canada
$260K +$254K +3,625 New
LGG
202
Luts & Greenleigh Group
Maryland
$260K +$50.5K +720 +25%
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$247K +$242K +3,447 New
PWP
204
Private Wealth Partners
California
$230K -$175K -2,500 -44%
SWRP
205
Summit Wealth & Retirement Planning
California
$228K – – –
AWM
206
Apollon Wealth Management
South Carolina
$222K – – –
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$217K +$114K +1,625 +116%
CAWM
208
Capital Advisors Wealth Management
Washington
$214K -$29.3K -418 -12%
AQR Capital Management
209
AQR Capital Management
Connecticut
$210K +$205K +2,927 New
AWMI
210
Aegis Wealth Management (Iowa)
Iowa
$206K +$201K +2,867 New
KFS
211
Kelly Financial Services
Massachusetts
$204K +$199K +2,839 New
CWM
212
Cornerstone Wealth Management
Missouri
$201K +$197K +2,803 New
SVWG
213
Shared Vision Wealth Group
United States
$201K -$20.3K -290 -10%
EAM
214
Empirical Asset Management
Massachusetts
$200K +$196K +2,791 New
WTC
215
WhitTier Trust Company
Nevada
$165K +$12.2K +174 +9%
PA
216
Parallel Advisors
California
$132K – – –
TCM
217
Triumph Capital Management
Colorado
$129K +$126K +1,803 New
ACA
218
Aptus Capital Advisors
Alabama
$109K -$1.68K -24 -2%
PB
219
Pinnacle Bancorp
Nebraska
$103K – – –
RMP
220
Richards, Merrill & Peterson
Washington
$72.7K +$71.1K +1,014 New
RFP
221
Root Financial Partners
California
$57.4K -$561 -8 -1%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$52.9K – – –
LFA
223
LGT Financial Advisors
Texas
$49.3K -$772 -11 -2%
GWM
224
Greenline Wealth Management
Florida
$44.9K +$43.9K +626 New
GWSG
225
GPS Wealth Strategies Group
Colorado
$44.7K -$669K -9,530 -94%
7 8
9
10 11

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.