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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

75 hedge funds and large institutions have $338M invested in JPMorgan Active Value ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
36
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$42.2M
2
RJA
2
Raymond James & Associates
Florida
$18.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
DWP
5
Daymark Wealth Partners
Ohio
$7.59M

Top Sellers

1
AWM
1
Avior Wealth Management
Nebraska
$32M
2
FCG
2
Financial Connections Group
California
$12.1M
3
CWM
3
CMH Wealth Management
New Hampshire
$2.49M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.1M
5
MTWM
5
Masso Torrence Wealth Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$42.2M 793,963 +289,560 +57%
AWM
2
Avior Wealth Management
Nebraska
$32M 601,507 -116,725 -16%
Morgan Stanley
3
Morgan Stanley
New York
$29.7M 558,177 +64,148 +13%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M 395,368 +137,080 +53%
WAM
5
WNY Asset Management
New York
$20.3M 381,066 +62,268 +20%
RJA
6
Raymond James & Associates
Florida
$18.3M 345,218 +222,738 +182%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$17.5M 328,793 +75,810 +30%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.1M 303,662 -50,443 -14%
CI Investments Inc
9
CI Investments Inc
Ontario, Canada
$12.8M 241,471 -7,875 -3%
KAS
10
Kestra Advisory Services
Texas
$12.7M 238,088 +22,725 +11%
FCG
11
Financial Connections Group
California
$12.1M 228,059 -58,993 -21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$11.1M 208,689 +204,574 +4,971%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$8.13M 152,978 -24,542 -14%
FWA
14
FSM Wealth Advisors
Ohio
$7.66M 143,238 +56,558 +65%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$7.62M 143,450 +13,343 +10%
DWP
16
Daymark Wealth Partners
Ohio
$7.59M 142,713 +108,333 +315%
Stifel Financial
17
Stifel Financial
Missouri
$6.96M 130,867 +3,691 +3%
EH
18
Equitable Holdings
New York
$5.16M 97,118 +10,466 +12%
AWM
19
Avaii Wealth Management
Wisconsin
$4.84M 91,021 +91,021 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.59M 86,385 +22,846 +36%
IWC
21
Integrated Wealth Concepts
Massachusetts
$3.86M 72,626 +72,626 New
Osaic Holdings
22
Osaic Holdings
Arizona
$3.43M 64,538 +2,084 +3%
UBS Group
23
UBS Group
Switzerland
$3.33M 62,717 +41,851 +201%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.56M 48,085 +26,270 +120%
CWM
25
CMH Wealth Management
New Hampshire
$2.49M 46,816 -51,450 -52%
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