JPMorgan Active Value ETF
JAVA
10 hedge funds and large institutions have $31.8M invested in JPMorgan Active Value ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
150% more funds holding
Funds holding: 4 → 10 (+6)
13% more capital invested
Capital invested by funds: $28.1M → $31.8M (+$3.64M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2.84% less ownership
Funds ownership: 74.48% → 71.63% (-2.8%)
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$511K |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$100K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $23.1M | -$511K | -10,000 | -2% |
|
|
MTWM
2
Masso Torrence Wealth Management
Marlton,
New Jersey
| $3.39M | +$3.64M | +71,077 | New |
|
|
KAS
3
Kestra Advisory Services
Austin,
Texas
| $2.2M | +$1.95M | +38,123 | +477% |
|
|
VAS
4
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $949K | +$1.02M | +19,896 | New |
|
|
LGWM
5
Litman Gregory Wealth Management
Larkspur,
California
| $600K | -$100K | -1,955 | -13% |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $506K | +$543K | +10,620 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $410K | +$439K | +8,585 | New |
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $310K | +$137K | +2,680 | +70% |
|
9
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $206K | +$217K | +4,250 | New |
|
|
FF
10
FourThought Financial
Venice,
Florida
| $75K | +$80.2K | +1,569 | New |
|
JAVA Hedge Fund Activity: Q2 2022 in Review
10 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q2 2022, worth a combined $31.8M — up 13% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JAVA positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Masso Torrence Wealth Management, opening a new position worth an estimated $3.64M. The largest seller was JP Morgan Chase, cutting an estimated $511K.
- 10 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q2 2022, up from 4 in Q1 2022.
- Funds reported $31.8M of JPMorgan Active Value ETF stock for Q2 2022, up 13% quarter-over-quarter.
- 6 funds opened new JPMorgan Active Value ETF positions in Q2 2022 and 0 closed out, a net change of +6 holders.
- The largest JPMorgan Active Value ETF buyer in Q2 2022 was Masso Torrence Wealth Management, an estimated $3.64M added.
- The largest JPMorgan Active Value ETF seller in Q2 2022 was JP Morgan Chase, an estimated $511K sold.
Based on aggregated 13F filings for Q2 2022.