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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

52 hedge funds and large institutions have $252M invested in JPMorgan Active Value ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+31
Holders Change %
+147.62%
% of All Funds
0.84%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
36
Increased
12
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.6M
3
WAM
3
WNY Asset Management
New York
$15.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$15.3M
5
FCG
5
Financial Connections Group
California
$13.8M

Top Sellers

1
AWM
1
Avior Wealth Management
Nebraska
$39.7M
2
Jane Street
2
Jane Street
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$114K
4
SOS
4
Silver Oak Securities
Tennessee
$320K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
Avior Wealth Management
Nebraska
$39.7M 774,395 -263,468 -25%
LPL Financial
2
LPL Financial
California
$25.2M 491,684 +491,684 New
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$23.2M 453,828 +35,828 +9%
Morgan Stanley
4
Morgan Stanley
New York
$19.6M 383,342 +383,342 New
WAM
5
WNY Asset Management
New York
$15.9M 310,560 +302,940 +3,976%
BFA
6
Beaumont Financial Advisors
Massachusetts
$15.3M 299,161 +299,161 New
FCG
7
Financial Connections Group
California
$13.8M 270,211 +270,211 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.2M 256,905 +175,878 +217%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$10.9M 212,422 +152,306 +253%
KAS
10
Kestra Advisory Services
Texas
$9.85M 192,200 +103,436 +117%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$8.93M 174,396 +174,396 New
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$6.94M 135,418 +49,436 +57%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$6.06M 118,351 +118,351 New
Stifel Financial
14
Stifel Financial
Missouri
$6.05M 117,999 +117,999 New
CWM
15
CMH Wealth Management
New Hampshire
$4.97M 97,086 +97,086 New
MTWM
16
Masso Torrence Wealth Management
New Jersey
$4.95M 96,598 +17,775 +23%
IA
17
Integrity Advisory
Kansas
$4.17M 81,309 +81,309 New
Osaic Holdings
18
Osaic Holdings
Arizona
$2.87M 56,030 +42,654 +319%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.81M 54,884 +54,884 New
FWA
20
FSM Wealth Advisors
Ohio
$2.64M 51,543 +42,671 +481%
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$2.31M 45,091 +45,091 New
MML Investors Services
22
MML Investors Services
Massachusetts
$1.38M 27,010 +27,010 New
KF
23
Krilogy Financial
Missouri
$1.36M 26,613 +26,613 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.2M 23,385 +23,385 New
MA
25
Mutual Advisors
Nebraska
$1.18M 23,024 +4,774 +26%
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