JPMorgan Active Value ETF
JAVA
98 hedge funds and large institutions have $463M invested in JPMorgan Active Value ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 12 reducing their positions, and 2 closing their positions.
1,311% more capital inflows, than outflows
Capital inflows: $155M | Capital outflows: $11M
1,150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 2
350% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 12
31% more funds holding
Funds holding: 75 → 98 (+23)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2.21% less ownership
Funds ownership: 81.75% → 79.54% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$43.2M |
| 2 |
Arlington Financial Advisors
Santa Barbara,
California
|
+$13.1M |
| 3 |
Morgan Stanley
New York
|
+$11.4M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$8.17M |
| 5 |
Americana Partners
Houston,
Texas
|
+$8.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Connections Group
Corte Madera,
California
|
-$10.5M |
| 2 |
Avior Wealth Management
Omaha,
Nebraska
|
-$101K |
| 3 |
Krilogy Financial
St. Louis,
Missouri
|
-$94.9K |
| 4 |
CreativeOne Wealth
Overland Park,
Kansas
|
-$83.7K |
| 5 |
CMH Wealth Management
Portsmouth,
New Hampshire
|
-$67.7K |
JAVA Hedge Fund Activity: Q3 2023 in Review
98 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q3 2023, worth a combined $463M — up 37% from $338M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new JAVA positions and 2 closed out — a net gain of 23 holders — while 54 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $43.2M. The largest seller was Financial Connections Group, cutting an estimated $10.5M.
- 98 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q3 2023, up from 75 in Q2 2023.
- Funds reported $463M of JPMorgan Active Value ETF stock for Q3 2023, up 37% quarter-over-quarter.
- 25 funds opened new JPMorgan Active Value ETF positions in Q3 2023 and 2 closed out, a net change of +23 holders.
- The largest JPMorgan Active Value ETF buyer in Q3 2023 was LPL Financial, an estimated $43.2M added.
- The largest JPMorgan Active Value ETF seller in Q3 2023 was Financial Connections Group, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2023.