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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

21 hedge funds and large institutions have $89.4M invested in JPMorgan Active Value ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+11
Holders Change %
+110%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Avior Wealth Management
Nebraska
$47.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.94M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.71M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.75M
5
KAS
5
Kestra Advisory Services
Texas
$4.06M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$19.1M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
Avior Wealth Management
Nebraska
$47.5M 1,037,863 +1,037,863 New
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.1M 418,000 -67,000 -14%
KAS
3
Kestra Advisory Services
Texas
$4.06M 88,764 +42,653 +93%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.94M 85,982 +85,982 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.71M 81,027 +70,407 +663%
MTWM
6
Masso Torrence Wealth Management
New Jersey
$3.61M 78,823 +7,746 +11%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.75M 60,116 +55,866 +1,314%
MA
8
Mutual Advisors
Nebraska
$835K 18,250 +18,250 New
Osaic Holdings
9
Osaic Holdings
Arizona
$613K 13,376 +4,791 +56%
LGWM
10
Litman Gregory Wealth Management
California
$576K 12,585 – –
5L
11
55I LLC
Massachusetts
$484K 10,568 +10,568 New
FWA
12
FSM Wealth Advisors
Ohio
$406K 8,872 +8,872 New
Jane Street
13
Jane Street
New York
$358K 7,811 +7,811 New
WAM
14
WNY Asset Management
New York
$349K 7,620 +7,620 New
SOS
15
Silver Oak Securities
Tennessee
$348K 6,798 +6,798 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$298K 6,500 – –
MCC
17
Money Concepts Capital
Florida
$158K 3,462 +3,462 New
APA
18
American Portfolios Advisors
New York
$120K 2,626 +2,626 New
FF
19
FourThought Financial
Florida
$104K 2,274 +705 +45%
CAL
20
Capital Analysts LLC
Pennsylvania
$27K 600 +600 New
VAS
21
Vestmark Advisory Solutions
Massachusetts
– – -19,896 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$0 1 +1 New