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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$51.3M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$4.25M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.48M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.76M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.31M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$949K |
JAVA Hedge Fund Activity: Q3 2022 in Review
21 of the 5,828 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.