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JPMorgan Active Value ETF
JAVA

154 hedge funds and large institutions have $1.37B invested in JPMorgan Active Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 92 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 34

32% more capital invested

Capital invested by funds: $1.04B → $1.37B (+$330M)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

1.37% more ownership

Funds ownership: 83.27% → 84.63% (+1.4%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 157 → 154 (-3)

Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.21%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.24%
New
13
Increased
92
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$62.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$58.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$32.9M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$13.7M
5
TSWM
Triangle Securities Wealth Management
North Carolina
+$10.9M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$14.6M
2
WAM
WNY Asset Management
New York
-$7.07M
3
CA
Crumly & Associates
Illinois
-$3.22M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.49M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$166M +$4.42M +71,887 +3%
Ameriprise
2
Ameriprise
Minnesota
$91.7M +$62.1M +1,009,874 +239%
JP Morgan Chase
3
JP Morgan Chase
New York
$88.4M +$32.9M +534,561 +63%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$75.6M +$13.7M +223,478 +23%
Morgan Stanley
5
Morgan Stanley
New York
$68.6M +$8.49M +138,108 +15%
AWM
6
Avior Wealth Management
Nebraska
$61.9M +$4.51M +73,455 +8%
Citadel Advisors
7
Citadel Advisors
Florida
$61.2M +$58.7M +955,095 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$58.3M +$6.02M +97,942 +12%
SC
9
Steph & Co
Wisconsin
$43.5M +$497K +8,089 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40.2M -$142K -2,312 -0.4%
UBS Group
11
UBS Group
Switzerland
$39.3M +$617K +10,033 +2%
RJA
12
Raymond James & Associates
Florida
$31.5M +$67.1K +1,092 +0.2%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$29.1M +$8.62M +140,253 +45%
WAM
14
WNY Asset Management
New York
$27.1M -$7.07M -114,982 -21%
KAS
15
Kestra Advisory Services
Texas
$21.9M +$549K +8,928 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$21.8M +$3.22M +52,457 +18%
FWA
17
FSM Wealth Advisors
Ohio
$21.2M +$2.21M +35,956 +12%
DWP
18
Daymark Wealth Partners
Ohio
$20.9M +$5.11M +83,078 +34%
CF
19
Convergence Financial
Missouri
$18.5M +$1.93M +31,481 +12%
Osaic Holdings
20
Osaic Holdings
Arizona
$18M +$1.23M +20,005 +8%
AFA
21
Arlington Financial Advisors
California
$16.7M +$241K +3,915 +2%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$16.3M -$1.41M -22,960 -8%
RDFA
23
Ritter Daniher Financial Advisory
Ohio
$15.4M +$1.67M +27,220 +13%
SA
24
Sanctuary Advisors
Indiana
$15.3M -$193K -3,138 -1%
TSWM
25
Triangle Securities Wealth Management
North Carolina
$14.6M +$10.9M +177,017 +351%
1
2 3 4 5

JAVA Hedge Fund Activity: Q3 2024 in Review

154 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q3 2024, worth a combined $1.37B — up 32% from $1.04B a quarter earlier.

Fund positioning in JAVA was balanced in Q3 2024: 13 funds opened new positions, 13 closed out, 92 added to existing stakes and 34 trimmed.

The largest buyer was Ameriprise, adding an estimated $62.1M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $14.6M sold.

  • 154 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q3 2024, down from 157 in Q2 2024.
  • Funds reported $1.37B of JPMorgan Active Value ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 13 funds opened new JPMorgan Active Value ETF positions in Q3 2024 and 13 closed out, a net change of 0 holders.
  • The largest JPMorgan Active Value ETF buyer in Q3 2024 was Ameriprise, an estimated $62.1M added.
  • The largest JPMorgan Active Value ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2024.