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JPMorgan Active Value ETF

JAVA

Market cap $6.76B

117 hedge funds and large institutions have $673M invested in JPMorgan Active Value ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New

Increased

Maintained

Reduced

Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

148% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 25

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

45% more capital invested

Capital invested by funds: $463M → $673M (+$210M)

19% more funds holding

Funds holding: 98 → 117 (+19)

6.38% more ownership

Funds ownership: 79.54% → 85.91% (+6.4%)

Holders

117

Holders Change

+19

Holders Change %

+19.39%

% of All Funds

1.71%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+80%

% of All Funds

0.13%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Morgan Stanley New York	+$37.4M
2	LPL Financial San Diego, California	+$24M
3	CF Convergence Financial Columbia, Missouri	+$11.1M
4	AWM Avior Wealth Management Omaha, Nebraska	+$8.16M
5	Janney Montgomery Scott Philadelphia, Pennsylvania	+$8M

Top Sellers

1	Cambridge Investment Research Advisors Fairfield, Iowa	-$1.9M
2	KAS KPP Advisory Services Louisville, Kentucky	-$1.54M
3	Commonwealth Equity Services Waltham, Massachusetts	-$624K
4	FCG Financial Connections Group Corte Madera, California	-$551K
5	CFG Cooper Financial Group Irvine, California	-$380K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 LPL Financial San Diego, California	$115M	+$24M	+460,702	+29%
2	2 Morgan Stanley New York	$82.8M	+$37.4M	+716,903	+93%
3	AWM 3 Avior Wealth Management Omaha, Nebraska	$42.1M	+$8.16M	+156,415	+26%
4	4 JP Morgan Chase New York	$35.3M	+$4.92M	+94,263	+17%
5	5 Janney Montgomery Scott Philadelphia, Pennsylvania	$34.2M	+$8M	+153,311	+33%
6	RJA 6 Raymond James & Associates St Petersburg, Florida	$25.2M	+$1.66M	+31,771	+8%
7	WAM 7 WNY Asset Management Williamsville, New York	$22.9M	-$231K	-4,434	-1%
8	8 Stifel Financial St. Louis, Missouri	$18.7M	+$2.77M	+53,022	+19%
9	9 Commonwealth Equity Services Waltham, Massachusetts	$17.9M	-$624K	-11,972	-4%
10	10 CI Investments Inc Toronto, Ontario, Canada	$16M	+$1.77M	+33,850	+13%
11	KAS 11 Kestra Advisory Services Austin, Texas	$15.3M	+$884K	+16,960	+7%
12	VAS 12 Vestmark Advisory Solutions Wakefield, Massachusetts	$14.5M	+$1.15M	+22,052	+9%
13	DWP 13 Daymark Wealth Partners Cincinnati, Ohio	$14.5M	+$3.77M	+72,229	+38%
14	AFA 14 Arlington Financial Advisors Santa Barbara, California	$14M	+$320K	+6,145	+3%
15	RJFSA 15 Raymond James Financial Services Advisors St. Petersburg, Florida	$13.3M	-$95.2K	-1,825	-0.8%
16	FWA 16 FSM Wealth Advisors Cleveland, Ohio	$12M	+$1.11M	+21,333	+11%
17	CF 17 Convergence Financial Columbia, Missouri	$11.8M	+$11.1M	+211,987	New
18	18 UBS Group Zurich, Switzerland	$11.7M	+$835K	+16,004	+8%
19	19 Royal Bank of Canada Toronto, Ontario, Canada	$8.97M	+$1.72M	+32,907	+26%
20	GW 20 GW & Wade Wellesley, Massachusetts	$8.59M	+$5.73M	+109,907	+246%
21	AP 21 Americana Partners Houston, Texas	$8.56M	+$128K	+2,458	+2%
22	SPG 22 Strategic Planning Group Bountiful, Utah	$8.49M	+$7.96M	+152,668	New
23	23 CAPTRUST Financial Advisors Raleigh, North Carolina	$8.28M	-$193K	-3,696	-2%
24	AWM 24 Avaii Wealth Management Appleton, Wisconsin	$6.6M	+$986K	+18,915	+19%
25	AWA 25 ARQ Wealth Advisors Scottsdale, Arizona	$6.02M	+$3.16M	+60,654	+127%

JAVA Hedge Fund Activity: Q4 2023 in Review

117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q4 2023, worth a combined $673M — up 45% from $463M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JAVA positions and 6 closed out — a net gain of 19 holders — while 62 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.9M.

117 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q4 2023, up from 98 in Q3 2023.
Funds reported $673M of JPMorgan Active Value ETF stock for Q4 2023, up 45% quarter-over-quarter.
25 funds opened new JPMorgan Active Value ETF positions in Q4 2023 and 6 closed out, a net change of +19 holders.
The largest JPMorgan Active Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $37.4M added.
The largest JPMorgan Active Value ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2023.

JPMorgan Active Value ETF JAVA Market cap $6.76B