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JPMorgan Active Value ETF
JAVA

Overview Fund Activity

137 hedge funds and large institutions have $868M invested in JPMorgan Active Value ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
137
Holders Change
+20
Holders Change %
+17.09%
% of All Funds
1.99%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
27
Increased
68
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Steph & Co
Wisconsin
$36.1M
2
LPL Financial
2
LPL Financial
California
$149M
3
UBS Group
3
UBS Group
Switzerland
$34.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.7M
5
CA
5
Crumly & Associates
Illinois
$13.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.5M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$15.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$7.4M
4
AWM
4
Avior Wealth Management
Nebraska
$44.3M
5
BWM
5
BCGM Wealth Management
Indiana
$4.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$149M 2,492,192 +427,344 +21%
Morgan Stanley
2
Morgan Stanley
New York
$48.5M 809,115 -679,853 -46%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$44.6M 745,094 +129,523 +21%
AWM
4
Avior Wealth Management
Nebraska
$44.3M 739,404 -16,627 -2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$42.7M 712,804 +77,810 +12%
SC
6
Steph & Co
Wisconsin
$36.1M 602,285 +602,285 New
UBS Group
7
UBS Group
Switzerland
$34.8M 581,766 +370,898 +176%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$32.7M 546,577 +224,055 +69%
RJA
9
Raymond James & Associates
Florida
$29M 485,005 +32,370 +7%
WAM
10
WNY Asset Management
New York
$24.3M 405,350 -6,373 -2%
Stifel Financial
11
Stifel Financial
Missouri
$21M 351,128 +14,076 +4%
KAS
12
Kestra Advisory Services
Texas
$18.4M 306,736 +32,436 +12%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$17.1M 285,778 +46,202 +19%
FWA
14
FSM Wealth Advisors
Ohio
$16.5M 275,604 +60,138 +28%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$16.4M 273,348 +11,917 +5%
DWP
16
Daymark Wealth Partners
Ohio
$15.6M 260,561 -446 -0.2%
AFA
17
Arlington Financial Advisors
California
$15.4M 257,113 +6,058 +2%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$15.1M 251,871 -36,050 -13%
CF
19
Convergence Financial
Missouri
$13.7M 228,350 +16,363 +8%
CA
20
Crumly & Associates
Illinois
$13.5M 224,635 +207,794 +1,234%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.2M 203,331 +41,963 +26%
Osaic Holdings
22
Osaic Holdings
Arizona
$12.2M 202,889 +101,694 +100%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$11.4M 197,138 +197,138 New
SPG
24
Strategic Planning Group
Utah
$10.8M 180,152 +27,484 +18%
AP
25
Americana Partners
Texas
$9.24M 154,255 +328 +0.2%
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