JPMorgan Active Value ETF
JAVA
117 hedge funds and large institutions have $631M invested in JPMorgan Active Value ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 26 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
135% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 26
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
36% more capital invested
Capital invested by funds: $463M → $631M (+$168M)
19% more funds holding
Funds holding: 98 → 117 (+19)
1.09% more ownership
Funds ownership: 79.54% → 80.63% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$24M |
| 2 |
CF
Convergence Financial
Columbia,
Missouri
|
+$11.1M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$8.16M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$8M |
| 5 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$5.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.9M |
| 2 |
KAS
KPP Advisory Services
Louisville,
Kentucky
|
-$1.54M |
| 3 |
Morgan Stanley
New York
|
-$1.44M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$624K |
| 5 |
FCG
Financial Connections Group
Corte Madera,
California
|
-$551K |
JAVA Hedge Fund Activity: Q4 2023 in Review
117 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q4 2023, worth a combined $631M — up 36% 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 61 added to existing stakes and 26 trimmed.
The largest buyer was LPL Financial, adding an estimated $24M. 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 $631M of JPMorgan Active Value ETF stock for Q4 2023, up 36% 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 LPL Financial, an estimated $24M 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.