JPMorgan Active Value ETF
JAVA
157 hedge funds and large institutions have $1.04B invested in JPMorgan Active Value ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 6 closing their positions.
367% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 6
144% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 34
20% more capital invested
Capital invested by funds: $868M → $1.04B (+$175M)
15% more funds holding
Funds holding: 137 → 157 (+20)
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
2.56% more ownership
Funds ownership: 80.71% → 83.27% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$46.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.9M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$12.4M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$9.04M |
| 5 |
JP Morgan Chase
New York
|
+$7.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$11.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.42M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.19M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.03M |
| 5 |
SWM
StoneCrest Wealth Management
Chandler,
Arizona
|
-$1.72M |
JAVA Hedge Fund Activity: Q2 2024 in Review
157 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q2 2024, worth a combined $1.04B — up 20% from $868M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new JAVA positions and 6 closed out — a net gain of 22 holders — while 83 added to existing stakes and 34 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $46.3M. The largest seller was Stifel Financial, cutting an estimated $11.2M.
- 157 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q2 2024, up from 137 in Q1 2024.
- Funds reported $1.04B of JPMorgan Active Value ETF stock for Q2 2024, up 20% quarter-over-quarter.
- 28 funds opened new JPMorgan Active Value ETF positions in Q2 2024 and 6 closed out, a net change of +22 holders.
- The largest JPMorgan Active Value ETF buyer in Q2 2024 was Cetera Investment Advisers, an estimated $46.3M added.
- The largest JPMorgan Active Value ETF seller in Q2 2024 was Stifel Financial, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2024.