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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

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.

Holders
117
Holders Change
+19
Holders Change %
+19.39%
% of All Funds
1.72%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
25
Increased
62
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.8M
2
LPL Financial
2
LPL Financial
California
$115M
3
CF
3
Convergence Financial
Missouri
$11.8M
4
AWM
4
Avior Wealth Management
Nebraska
$42.1M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$34.2M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$723K
2
KAS
2
KPP Advisory Services
Kentucky
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.9M
4
FCG
4
Financial Connections Group
California
$1.19M
5
CFG
5
Cooper Financial Group
California
$656K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$115M 2,064,848 +460,702 +29%
Morgan Stanley
2
Morgan Stanley
New York
$82.8M 1,488,968 +716,903 +93%
AWM
3
Avior Wealth Management
Nebraska
$42.1M 756,031 +156,415 +26%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$35.3M 634,994 +94,263 +17%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$34.2M 615,571 +153,311 +33%
RJA
6
Raymond James & Associates
Florida
$25.2M 452,635 +31,771 +8%
WAM
7
WNY Asset Management
New York
$22.9M 411,723 -4,434 -1%
Stifel Financial
8
Stifel Financial
Missouri
$18.7M 337,052 +53,022 +19%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17.9M 322,522 -11,972 -4%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$16M 287,921 +33,850 +13%
KAS
11
Kestra Advisory Services
Texas
$15.3M 274,300 +16,960 +7%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$14.5M 261,431 +22,052 +9%
DWP
13
Daymark Wealth Partners
Ohio
$14.5M 261,007 +72,229 +38%
AFA
14
Arlington Financial Advisors
California
$14M 251,055 +6,145 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$13.3M 239,576 -1,825 -0.8%
FWA
16
FSM Wealth Advisors
Ohio
$12M 215,466 +21,333 +11%
CF
17
Convergence Financial
Missouri
$11.8M 211,987 +211,987 New
UBS Group
18
UBS Group
Switzerland
$11.7M 210,868 +16,004 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.98M 161,368 +32,907 +26%
GW
20
GW & Wade
Massachusetts
$8.59M 154,518 +109,907 +246%
AP
21
Americana Partners
Texas
$8.56M 153,927 +2,458 +2%
SPG
22
Strategic Planning Group
Utah
$8.49M 152,668 +152,668 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$8.28M 148,887 -3,696 -2%
AWM
24
Avaii Wealth Management
Wisconsin
$6.6M 118,581 +18,915 +19%
AWA
25
ARQ Wealth Advisors
Arizona
$6.02M 108,248 +60,654 +127%
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