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JPMorgan Active Value ETF
JAVA

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.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

181% more capital invested

Capital invested by funds: $31.8M → $89.4M (+$57.6M)

110% more funds holding

Funds holding: 10 → 21 (+11)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

13.23% more ownership

Funds ownership: 71.63% → 84.87% (+13%)

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
Avior Wealth Management
Nebraska
+$51.3M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$4.25M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.48M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.76M
5
KAS
Kestra Advisory Services
Texas
+$2.11M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$3.31M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$949K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
Avior Wealth Management
Nebraska
$47.5M +$51.3M +1,037,863 New
JP Morgan Chase
2
JP Morgan Chase
New York
$19.1M -$3.31M -67,000 -14%
KAS
3
Kestra Advisory Services
Texas
$4.06M +$2.11M +42,653 +93%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.94M +$4.25M +85,982 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.71M +$3.48M +70,407 +663%
MTWM
6
Masso Torrence Wealth Management
New Jersey
$3.61M +$383K +7,746 +11%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.75M +$2.76M +55,866 +1,314%
MA
8
Mutual Advisors
Nebraska
$835K +$902K +18,250 New
Osaic Holdings
9
Osaic Holdings
Arizona
$613K +$237K +4,791 +56%
LGWM
10
Litman Gregory Wealth Management
California
$576K – – –
5L
11
55I LLC
Massachusetts
$484K +$522K +10,568 New
FWA
12
FSM Wealth Advisors
Ohio
$406K +$439K +8,872 New
Jane Street
13
Jane Street
New York
$358K +$386K +7,811 New
WAM
14
WNY Asset Management
New York
$349K +$377K +7,620 New
SOS
15
Silver Oak Securities
Tennessee
$348K +$336K +6,798 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$298K – – –
MCC
17
Money Concepts Capital
Florida
$158K +$171K +3,462 New
APA
18
American Portfolios Advisors
New York
$120K +$130K +2,626 New
FF
19
FourThought Financial
Florida
$104K +$34.9K +705 +45%
CAL
20
Capital Analysts LLC
Pennsylvania
$27K +$29.7K +600 New
VAS
21
Vestmark Advisory Solutions
Massachusetts
– -$949K -19,896 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
– +$49 +1 New

JAVA Hedge Fund Activity: Q3 2022 in Review

21 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q3 2022, worth a combined $89.4M — up 181% from $31.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JAVA positions and 1 closed out — a net gain of 11 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $51.3M. The largest seller was JP Morgan Chase, cutting an estimated $3.31M.

  • 21 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q3 2022, up from 10 in Q2 2022.
  • Funds reported $89.4M of JPMorgan Active Value ETF stock for Q3 2022, up 181% quarter-over-quarter.
  • 12 funds opened new JPMorgan Active Value ETF positions in Q3 2022 and 1 closed out, a net change of +11 holders.
  • The largest JPMorgan Active Value ETF buyer in Q3 2022 was Avior Wealth Management, an estimated $51.3M added.
  • The largest JPMorgan Active Value ETF seller in Q3 2022 was JP Morgan Chase, an estimated $3.31M sold.

Based on aggregated 13F filings for Q3 2022.